Filed July 20, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 38 · EIN 52-1883918 | Participant Communication | $235,878 |
CALLAN ASSOCIATES9+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $222,118 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $160,725 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $152,150 |
MERCER7 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $133,094 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $112,158 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 38 · EIN 52-1883918 | Participant Communication | $111,358 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $44,782 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $42,191 |
WARREN AVERETT, LLC9+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $36,550 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 7.56% | 11.26%-3.7pp | 12.68%-5.1pp | 37.77%-30.2pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |