Filed July 20, 2017 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $402,354 |
REAVES S2+ years Filed as: W. H. REAVES & CO., INC. Service code 28 · EIN 06-0633492 | Investment Management | $90,024 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES,INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,736 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $49,681 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 13 · EIN 22-2169066 | Contract Administrator | $44,954 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $20,270 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 9.40% | 13.95%-4.5pp | 15.63%-6.2pp | 13.95%-4.5pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $56,677-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |