Filed December 2, 2011 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $258,600 |
MERCER2 years Filed as: MERCER (US) LLC Service code 17 · EIN 13-2834414 | Pension Consulting | $227,169 |
FRANKLIN TEMPLETON5 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $180,855 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $110,629 |
LIFE WORKS3 years Service code 15 · EIN 52-1883918 | Recordkeeping | $106,080 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $103,516 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $85,968 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $60,573 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $45,142 |
ROBECO INVESTMENT MANAGEMENT5 years Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $38,695 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 14.54% | 18.04%-3.5pp | 32.33%-17.8pp | 37.77%-23.2pp |
| Employer contribution / active EE | $22,219 | $10,357+114.5% | $33,964-34.6% | $15,798+40.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |