Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 38-2716869 | Contract Administrator | $443,810 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $409,040 |
WARNER NORCROSS & JUDD LLP7+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $313,343 |
MERCER4 years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $224,864 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $184,653 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD Service code 49 · EIN 52-1883918 | Other Services | $71,661 |
Service code 16 · EIN 38-2540485 | Consulting | $70,767 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $41,281 |
KENT COMMUNICATIONS2 years Filed as: KENT COMMUNICATIONS INC Service code 50 · EIN 38-2071291 | Direct Payment | $22,888 |
Filed as: INTL FOUNDATION EE BENEFIT PLANS Service code 49 18700 W BLUEMOUND RD. · BROOKFIELD, WI 53045 | Other Services | $10,898 |
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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 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -13.65% | 23.41%-37.1pp | -11.22%-2.4pp | 23.41%-37.1pp |
| Employer contribution / active EE | $5,121 | $12,650-59.5% | $32,882-84.4% | $12,650-59.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |