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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 11 · EIN 30-0282430 | Actuarial | $146,148 |
MERCER10+ years Filed as: MERCER (US) INC. Service code 51 · EIN 61-0736136 | Investment Mgmt Fees | $60,512 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $24,037 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CUSTODY Service code 15 · EIN 36-1561860 | Recordkeeping | $5,306 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $5,137 |
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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 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 2.05% | 8.40%-6.4pp | 10.53%-8.5pp | 13.05%-11.0pp |
| Employer contribution / active EE | $71,189 | $31,408+126.7% | $26,797+165.7% | $37,664+89.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |