Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $749,557 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $508,492 |
NORTHERN TRUST COMPANY7+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $173,449 |
MERCER7+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $96,505 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $28,265 |
STOEL RIVES LLP7+ years Service code 29 · EIN 93-0408771 | Legal | $6,062 |
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Employer contribution per participant 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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.58% | 8.48%-0.9pp | 4.95%+2.6pp | 8.48%-0.9pp |
| Employer contribution / active EE | $3,193 | $9,949-67.9% | $20,917-84.7% | $9,949-67.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |