Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $1,415,825 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 27 · EIN 36-7045783 | Advisory (Plan) | $783,352 |
III OFFSHORE ADVISORS7+ years Service code 28 · EIN 88-0302775 | Investment Management | $769,138 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $718,073 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $479,748 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $279,303 |
BLACKSTONE7+ years Filed as: GSO INVESTMENTS Service code 28 · EIN 01-0899018 | Investment Management | $257,110 |
COMMERCE BANK7+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 43-6334070 | Investment Management | $215,724 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $212,284 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 26-2107163 | Investment Management | $197,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 13.90% | 13.51%+0.4pp | 10.75%+3.1pp | 13.51%+0.4pp |
| Employer contribution / active EE | $8,441 | $8,170+3.3% | $35,170-76.0% | $8,170+3.3% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |