Filed March 13, 2013 (most recent of 5 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 28 · EIN 20-8764829 | Investment Management | $6,873 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,376 | $95,438-21.0% | $135,998-44.6% | $74,478+1.2% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 5.43% | 32.61%-27.2pp | 68.37%-62.9pp | 34.37%-28.9pp |
| Employer contribution / active EE | $10,398 | $3,878+168.1% | $4,860+114.0% | $2,637+294.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $259-97.0% | $10,769-99.9% | $347-97.7% |