Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NH 07932 | Advisory (Plan) | $184,560 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $113,688 |
Service code 16 · EIN 13-4008324 | Consulting | $110,510 |
RUSSELL TRUST COMPANY5+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $69,693 |
Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $51,743 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $43,325 |
REAVES S5+ years Filed as: W.H.REAVES & CO.,INC. Service code 28 · EIN 06-0633492 | Investment Management | $13,922 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA Service code 13 · EIN 22-2169066 | Contract Administrator | $7,270 |
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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 | $198,586-100.0% | $1,964,387-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 14.3%-14.3pp | 13.5%-13.5pp |
| Annual return | 7.66% | 9.29%-1.6pp | 21681.50%-21673.8pp | 9.29%-1.6pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $87,430-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $70-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $3,693-100.0% | $2,037-100.0% |