Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $810,344 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $610,951 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $221,370 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $210,197 |
STOEL RIVES LLP6+ years Service code 29 · EIN 93-0408771 | Legal | $36,430 |
Filed as: MCCONNELL JONES Service code 10 · EIN 76-0488832 | Accounting | $28,075 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 6.52% | 33.11%-26.6pp | 8.46%-1.9pp | 33.11%-26.6pp |
| Employer contribution / active EE | $3,317 | $9,000-63.1% | $25,175-86.8% | $9,000-63.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |