Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $276,888 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $112,825 |
AETNA LIFE INSURANCE COMPANY4+ years Filed as: AETNA Service code 13 · EIN 22-2169066 | Contract Administrator | $81,025 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NH 07932 | Advisory (Plan) | $77,500 |
REAVES S4+ years Filed as: W.H.REAVES & CO.,INC. Service code 28 · EIN 06-0633492 | Investment Management | $72,132 |
BDO USA, LLP4+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $40,225 |
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.
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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 5.05% | 13.59%-8.5pp | 12.90%-7.8pp | 13.59%-8.5pp |
| Employer contribution / active EE | $0 | $14,592-100.0% | $53,929-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $78-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |