Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $1,728,789 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $574,335 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $253,510 |
MERCER5 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $121,370 |
STOEL RIVES LLP6+ years Service code 29 · EIN 93-0408771 | Legal | $23,274 |
HAM, LANGSTON & BREZINA, LLP5 years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $21,398 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -19.21% | 17.17%-36.4pp | 179.55%-198.8pp | 23.41%-42.6pp |
| Employer contribution / active EE | $7,429 | $11,568-35.8% | $24,917-70.2% | $12,650-41.3% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |