Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $574,789 |
Service code 13 · EIN 38-2716869 | Contract Administrator | $519,732 |
MERCER1 year Filed as: MERCER LLC Service code 11 · EIN 13-2834414 | Actuarial | $396,735 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $198,441 |
WARNER NORCROSS & JUDD LLP8+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $147,388 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 49 · EIN 52-1883918 | Other Services | $65,537 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $41,100 |
Service code 16 · EIN 38-2540485 | Consulting | $35,066 |
KENT COMMUNICATIONS3 years Filed as: KENT COMMUNICATIONS INC Service code 50 · EIN 38-2071291 | Direct Payment | $15,135 |
Service code 16 · EIN 81-8283699 | Consulting | $13,900 |
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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 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | 7.36% | 9.11%-1.8pp | 7.78%-0.4pp | 9.11%-1.8pp |
| Employer contribution / active EE | $6,612 | $12,231-45.9% | $32,517-79.7% | $12,231-45.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |