Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $1,258,544 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $437,022 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $309,011 |
MERCER7 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $116,929 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $33,044 |
STOEL RIVES LLP8+ years Service code 29 · EIN 93-0408771 | Legal | $20,370 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.91% | 18.61%-10.7pp | 4.95%+3.0pp | 9.30%-1.4pp |
| Employer contribution / active EE | $8,754 | $11,871-26.3% | $20,917-58.2% | $12,551-30.3% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |