Filed July 20, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING6 years Service code 28 300 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $171,210 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA, NA Service code 19 4800 DEER LAKE DRIVE WEST · JACKSONVILLE, FL 62246 | Securities Custodian | $154,301 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON, US LLC Service code 11 · EIN 53-0181291 | Actuarial | $54,615 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,632 |
MATRIX TRUST COMPANY4 years Service code 16 · EIN 75-3182674 | Consulting | $23,627 |
POLSINELLI1 year Service code 29 1717 ARCH ST · PHILADELPHIA, PA 19103 | Legal | $18,078 |
HOLLAND & KNIGHT1 year Service code 29 · EIN 59-0663819 | Legal | $12,330 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 6.69% | 7.65%-1.0pp | 3.39%+3.3pp | 7.65%-1.0pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $31,780-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |