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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS Service code 15 · EIN 52-1883918 | Recordkeeping | $269,709 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $205,718 |
ALSTON & BIRD LLP8+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $118,625 |
CHERRY BEKAERT LLP8+ years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $15,395 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $13,920 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | -0.66% | 8.10%-8.8pp | 7.29%-7.9pp | 13.05%-13.7pp |
| Employer contribution / active EE | $0 | $27,123-100.0% | $20,019-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |