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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 | Investment Management | $172,412 |
MERCER5+ years Service code 16 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Consulting | $113,563 |
MORNEAU SHEPELL3 years Filed as: MORNEAU SHEPELL LIMITED Service code 65 · EIN 52-1883918 | Account Maintenance | $74,380 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $57,309 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $54,245 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $34,460 |
CALIBRE CPA GROUP PLLC5+ years Service code 16 · EIN 47-0900880 | Consulting | $15,200 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | -2.79% | 8.15%-10.9pp | 7.87%-10.7pp | 11.45%-14.2pp |
| Employer contribution / active EE | $14,722 | $17,725-16.9% | $31,784-53.7% | $17,219-14.5% |
| Participant deferral / active EE | $373 | $1,144-67.4% | $241+54.8% | $357+4.5% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |