Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,453,408 |
WARNER NORCROSS & JUDD LLP4+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $514,197 |
MERCER1 year Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $393,535 |
Service code 13 · EIN 38-2716869 | Contract Administrator | $391,449 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $174,158 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT INT'L CAPITAL ADVISORS INC. Service code 28 · EIN 22-3338737 | Investment Management | $115,625 |
MORNEAU SHEPELL4+ years Filed as: MORNEAU SHEPELL SBC LIMITED Service code 49 · EIN 45-4303723 | Other Services | $74,250 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $29,800 |
Filed as: SEYFERTHPR Service code 49 · EIN 38-2540485 | Other Services | $18,032 |
FOREMOST COMMUNICATIONS2 years Filed as: FOREMOST GRAPHICS GROUP Service code 36 · EIN 38-3213304 | Other fees; Direct payment from the p... | $16,241 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 1.94% | 21.83%-19.9pp | 8.97%-7.0pp | 21.83%-19.9pp |
| Employer contribution / active EE | $3,973 | $12,237-67.5% | $37,026-89.3% | $12,237-67.5% |
| Participant deferral / active EE | $1,663 | $987+68.5% | $1,023+62.6% | $987+68.5% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |