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 BARNEY9+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $409,652 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 800 BOYLSTON STREET · BOSTON, MA 021998103 | Actuarial | $234,118 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK NA Service code 19 · EIN 36-2085229 | Securities Custodian | $70,714 |
MCSOLEY MCCOY & CO9+ years Service code 10 · EIN 03-0327374 | Accounting | $8,000 |
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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 9.46% | 9.09%+0.4pp | 8.46%+1.0pp | 22.81%-13.4pp |
| Employer contribution / active EE | $29,439 | $24,513+20.1% | $25,175+16.9% | $18,290+61.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |