Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING1 year Service code 27 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $232,291 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $97,013 |
RUSSELL TRUST COMPANY5+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $93,965 |
Filed as: BANK OF AMERICA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $59,813 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $29,575 |
REAVES S5+ years Filed as: W. H. REAVES & CO., INC. Service code 28 · EIN 06-0633492 | Investment Management | $18,063 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA Service code 13 · EIN 22-2169066 | Contract Administrator | $8,784 |
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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 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 8.00% | 627.08%-619.1pp | 21681.50%-21673.5pp | 627.08%-619.1pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $87,430-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |