Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES Service code 21 · EIN 13-4110995 | Bank Trustee | $617,073 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $324,562 |
JACKSON LEWIS P.C.5+ years Filed as: JACKSON LEWIS Service code 29 JACKSON LEWIS P.C. · PORTSMOUTH, NH 03801 | Legal | $40,385 |
PENCHECKS2 years Filed as: PENCHECKS TRUST COMPANY Service code 21 · EIN 33-6134835 | Bank Trustee | $30,992 |
BAKER NEWMAN NOYES5+ years Service code 10 · EIN 01-0494526 | Accounting | $16,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 12.98% | 10.64%+2.3pp | 90.61%-77.6pp | 11.45%+1.5pp |
| Employer contribution / active EE | $5,080 | $11,339-55.2% | $32,730-84.5% | $17,219-70.5% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |