Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: GRAYSTONE CONSULTING Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $191,905 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $137,391 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $83,677 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX Service code 25 PO BOX 419497 · BOSTON, MA 022419497 | Directed Trustee | $42,510 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,677 |
HOLLAND & KNIGHT1 year Service code 29 · EIN 59-0663819 | Legal | $12,330 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 18.48% | 8.21%+10.3pp | 3.39%+15.1pp | 8.21%+10.3pp |
| Employer contribution / active EE | $0 | $13,841-100.0% | $31,780-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $83-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |