Filed January 15, 2008
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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $488,107 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $337,939 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $65,240 |
MCSOLEY MCCOY & CO4+ years Service code 10 · EIN 03-0327374 | Accounting | $12,900 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC Service code 17 · EIN 31-1509466 | Pension Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -5.49% | -5.24%-0.3pp | -6.55%+1.1pp | 0.19%-5.7pp |
| Employer contribution / active EE | $12,036 | $21,507-44.0% | $21,653-44.4% | $13,763-12.5% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |