Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $645,903 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $593,084 |
NORTHERN TRUST COMPANY5+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $186,880 |
MERCER5+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $110,581 |
STOEL RIVES LLP5+ years Service code 29 · EIN 93-0408771 | Legal | $23,783 |
HAM, LANGSTON & BREZINA, LLP5+ years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $17,414 |
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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 | -10.27% | -14.80%+4.5pp | 179.55%-189.8pp | -14.80%+4.5pp |
| Employer contribution / active EE | $3,606 | $8,996-59.9% | $24,917-85.5% | $8,996-59.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |