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 BARNEY5+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $456,568 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $231,335 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $76,384 |
MCSOLEY MCCOY & CO5+ years Service code 10 · EIN 03-0327374 | Accounting | $13,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $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 | 16.28% | 20.56%-4.3pp | 13.45%+2.8pp | 53.27%-37.0pp |
| Employer contribution / active EE | $61,733 | $25,506+142.0% | $26,057+136.9% | $14,774+317.8% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |