Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,420,976 |
Service code 13 · EIN 38-2716869 | Contract Administrator | $432,321 |
WARNER NORCROSS & JUDD LLP5+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $425,387 |
MERCER2 years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $346,680 |
Service code 28 · EIN 22-3338737 | Investment Management | $243,635 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $179,522 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 49 · EIN 52-1883918 | Other Services | $78,075 |
Filed as: SEYFERTHPR + ASSOC DBA SEYFERTHPR Service code 49 · EIN 38-2540485 | Other Services | $55,231 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $50,000 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $28,000 |
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Employer contribution per participant 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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 9.02% | 12.86%-3.8pp | 6.78%+2.2pp | 12.86%-3.8pp |
| Employer contribution / active EE | $2,851 | $13,687-79.2% | $28,542-90.0% | $13,687-79.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |