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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $478,941 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $371,323 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $314,756 |
ALSTON & BIRD LLP4+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $251,023 |
SIMPSON THATCHER & BARTLETT LLP4+ years Service code 29 · EIN 13-5395280 | Legal | $201,443 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 28 · EIN 81-4017137 | Investment Management | $113,479 |
CHERRY BEKAERT LLP4+ years Service code 10 · EIN 56-0574444 | Accounting | $46,250 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $35,028 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $78,313-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 13.0%-13.0pp | 0.6%-0.6pp |
| Annual return | 12.45% | 11.45%+1.0pp | 6.61%+5.8pp | 11.45%+1.0pp |
| Employer contribution / active EE | $9,746 | $17,219-43.4% | $24,284-59.9% | $17,219-43.4% |
| Participant deferral / active EE | $0 | $357-100.0% | $408-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,478-100.0% | $15,480-100.0% |