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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING4 years Service code 28 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $214,292 |
Filed as: WILLIS TOWERS WATSON, US LLC Service code 11 · EIN 53-0181291 | Actuarial | $155,847 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA, NA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $114,393 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $66,751 |
MATRIX TRUST COMPANY2 years Service code 16 · EIN 75-3182674 | Consulting | $22,891 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -18.64% | 39.82%-58.5pp | 111.29%-129.9pp | 39.82%-58.5pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $46,003-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |