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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Service code 15 · EIN 52-1883918 | Recordkeeping | $576,818 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $359,684 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $341,190 |
ALSTON & BIRD LLP5+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $305,920 |
SIMPSON THATCHER & BARTLETT LLP5+ years Service code 29 · EIN 13-5395280 | Legal | $271,010 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $247,202 |
Filed as: L&G GLOBAL CORE Service code 28 · EIN 35-7085469 | Investment Management | $84,259 |
Filed as: 20 YEAR U.S. TREASURY STRIPS SSGA Service code 28 · EIN 36-2058176 | Investment Management | $36,702 |
CHERRY BEKAERT LLP5+ years Service code 10 · EIN 56-0574444 | Accounting | $36,500 |
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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 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 | $1,472,696-100.0% | $291,448-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 28.6%-28.6pp | 0.7%-0.7pp |
| Annual return | 12.27% | 13.24%-1.0pp | 6.39%+5.9pp | 13.24%-1.0pp |
| Employer contribution / active EE | $204 | $14,616-98.6% | $30,371-99.3% | $14,616-98.6% |
| Participant deferral / active EE | $0 | $830-100.0% | $24-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $7,637-100.0% | $4,137-100.0% |