Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $306,260 |
REAVES S2+ years Filed as: W.H.REAVES & CO.,INC. Service code 28 · EIN 06-0633492 | Investment Management | $84,666 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 13 · EIN 22-2169066 | Contract Administrator | $72,061 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $52,281 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,970 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $20,270 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $46,757-100.0% | $1,637,423-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 5.3%-5.3pp | 11.3%-11.3pp |
| Annual return | 9.45% | 10.41%-1.0pp | 15.63%-6.2pp | 10.41%-1.0pp |
| Employer contribution / active EE | $0 | $14,691-100.0% | $56,677-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $93-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $0 | $2,646-100.0% |