Filed October 20, 2011 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $86,914 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $27,589 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 | Actuarial | $13,100 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | -8.47% | -3.21%-5.3pp | -6.55%-1.9pp | 10.56%-19.0pp |
| Employer contribution / active EE | $16,395 | $17,428-5.9% | $21,653-24.3% | $13,643+20.2% |
| Participant deferral / active EE | $0 | $183-100.0% | $160-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |