Filed June 1, 2012 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $522,798 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $455,325 |
Service code 11 · EIN 53-0181291 | Actuarial | $372,634 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $305,990 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 8.00% | 5230.06%-5222.1pp | 793.01%-785.0pp | 5230.06%-5222.1pp |
| Employer contribution / active EE | $16,776 | $10,491+59.9% | $27,004-37.9% | $10,491+59.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |