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 BARNEY7+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $555,058 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $260,241 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $80,305 |
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.
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 7.90% | 8.60%-0.7pp | 8.31%-0.4pp | 13.24%-5.3pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |