Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $640,031 |
NORTHERN TRUST COMPANY4+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $270,559 |
MERCER4+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $147,045 |
Filed as: ACADIAN ASSET Service code 51 · EIN 04-2828221 | Investment Mgmt Fees | $96,570 |
GOLDMAN SACHS4+ years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $74,917 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMP Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $60,214 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $58,183 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT & HAMILL Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $51,962 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $46,617 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNER Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $44,313 |
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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 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 8.28% | 19.39%-11.1pp | 8.31%0pp | 19.39%-11.1pp |
| Employer contribution / active EE | $3,887 | $8,446-54.0% | $21,002-81.5% | $8,446-54.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $224-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |