Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL4 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $1,867,519 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,119,025 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $684,430 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 33 · EIN 43-6334070 | Securities brokerage | $531,314 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $164,969 |
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $160,586 |
ASSET STRATEGY CONSULTANTS10+ years Filed as: ASSET CONSULTING GROUP LLC Service code 28 · EIN 26-0887580 | Investment Management | $16,667 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -4.76% | 8.85%-13.6pp | 9.82%-14.6pp | 8.85%-13.6pp |
| Employer contribution / active EE | $6,579 | $8,529-22.9% | $30,322-78.3% | $8,529-22.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |