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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $236,244 |
MORNEAU SHEPELL3+ years Filed as: TELUS HEALTH Service code 14 | Plan Administrator | $124,217 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $81,535 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $31,500 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1883918 | Custodial (securities); Custodial (ot... | $30,000 |
BARNES & THORNBURG LLP2 years Filed as: BARNES & THORNBURG Service code 29 · EIN 35-0900596 | Legal | $20,771 |
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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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.65% | 7.96%-2.3pp | 5.04%+0.6pp | 8.76%-3.1pp |
| Employer contribution / active EE | $8,390 | $15,125-44.5% | $26,454-68.3% | $16,664-49.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |