| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2+ years Filed as: LIFEWORKS Service code 13 · EIN 52-1883918 | Contract Administrator | $323,711 |
AON CONSULTING2+ years Filed as: AON INVESTMENT CONSULTING, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $213,488 |
MERCER2+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $105,651 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $101,170 |
Filed as: PARAMETRIC Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $67,840 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -22.56% | -13.41%-9.2pp | 10.22%-32.8pp | 2.78%-25.3pp |
| Employer contribution / active EE | $0 | $53,848-100.0% | $51,212-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |