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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $350,790 |
THE BANK OF NEW YORK MELLON9 years Service code 21 · EIN 13-5160382 | Bank Trustee | $79,989 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH US LTD Service code 65 · EIN 52-1883918 | Account Maintenance | $61,503 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $21,198 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $133,308-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | 4.86% | 10.52%-5.7pp | 7.44%-2.6pp | 10.52%-5.7pp |
| Employer contribution / active EE | $11,098 | $15,140-26.7% | $30,790-64.0% | $15,140-26.7% |
| Participant deferral / active EE | $6,312 | $2,028+211.2% | $640+885.7% | $2,028+211.2% |
| Admin fee / account holder | $0 | $0 | $16,084-100.0% | - |