Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: LIFEWORKS (US) LTD. Service code 70 · EIN 52-1883918 | Consulting Fees | $623,846 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $405,382 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES, INC Service code 17 · EIN 75-1680350 400 GALLERIA PKWY · ATLANTA, GA 30339 | Pension Consulting | $102,296 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP Service code 16 · EIN 23-1945930 | Consulting | $92,068 |
MERCER4 years Filed as: MERCER HR OUTSOURCING Service code 13 · EIN 20-1932099 | Contract Administrator | $75,793 |
ALSTON & BIRD LLP3 years Service code 29 · EIN 58-0137615 | Legal | $42,109 |
Filed as: LATTIMORE, BLACK, MORGAN& CAIN Service code 10 · EIN 62-1199757 | Accounting | $18,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -19.77% | 23.41%-43.2pp | -8.80%-11.0pp | 23.41%-43.2pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,463-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |