Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $294,479 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $56,407 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $47,847 |
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $46,360 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 25 PO BOX 419497 · BOSTON, MA 022419497 | Directed Trustee | $11,110 |
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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 | $95,044-100.0% | $2,286,405-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 10.5%-10.5pp | 8.4%-8.4pp |
| Annual return | 19.00% | 18.35%+0.7pp | 4.92%+14.1pp | 18.35%+0.7pp |
| Employer contribution / active EE | $46,123 | $14,669+214.4% | $39,114+17.9% | $14,669+214.4% |
| Participant deferral / active EE | $0 | $70-100.0% | $79-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $0 | $9,141-100.0% |