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 BARNEY6+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $494,124 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $197,438 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $77,530 |
MCSOLEY MCCOY & CO6+ years Service code 10 · EIN 03-0327374 | Accounting | $13,750 |
Employer contribution per participant 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.90% | 14.11%-0.2pp | 8.35%+5.6pp | 11.45%+2.5pp |
| Employer contribution / active EE | $6,777 | $29,055-76.7% | $27,010-74.9% | $17,219-60.6% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |