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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: LIFEWORKS (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $1,521,747 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $732,887 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $174,465 |
IRON MOUNTAIN1 year Filed as: IRON MOUNTAIN INCORPORATED Service code 36 · EIN 23-2588479 | Copying and duplicating; Direct payme... | $63,738 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -13.75% | -14.80%+1.1pp | -4.80%-8.9pp | -14.80%+1.1pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $30,897-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $64-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |