Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING1 year Service code 28 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $184,460 |
Filed as: BANK OF AMERICA, NA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $94,467 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $50,523 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $25,800 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 17.97% | 16.06%+1.9pp | 12.90%+5.1pp | 53.27%-35.3pp |
| Employer contribution / active EE | $0 | $22,650-100.0% | $53,929-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |