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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 17 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Pension Consulting | $72,629 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON ULC Service code 17 · EIN 52-1868818 | Pension Consulting | $54,851 |
MORNEAU SHEPELL1+ years Service code 17 · EIN 52-1883918 | Pension Consulting | $18,356 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 7501 WISCONSIN AVENUE SUITE 1200 · WEST BETHESDA, MD 20814 | Accounting | $14,000 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND CHARBOT Service code 17 | Pension Consulting | $12,092 |
TD CANADA TRUST1+ years Service code 49 | Other Services | $10,981 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | -2.91% | 4.82%-7.7pp | 3.97%-6.9pp | 7.18%-10.1pp |
| Employer contribution / active EE | $10,903 | $12,725-14.3% | $28,168-61.3% | $13,095-16.7% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |