Filed January 28, 2006
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,021 |
CORNICK, GARBER & SANDLER10+ years Service code 10 · EIN 13-2620561 | Accounting | $42,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,849 | $89,465+26.1% | $165,100-31.6% | $77,762+45.1% |
| Participation rate | 94.2% | 78.6%+15.6pp | 78.6%+15.6pp | 70.6%+23.6pp |
| Annual return | 15.39% | 28.86%-13.5pp | 70.21%-54.8pp | 31.27%-15.9pp |
| Employer contribution / active EE | $1,406 | $2,565-45.2% | $4,348-67.7% | $2,728-48.5% |
| Participant deferral / active EE | $7,176 | $4,904+46.3% | $6,035+18.9% | $4,651+54.3% |
| Admin fee / account holder | $320 | $340-5.7% | $12,696-97.5% | $433-26.0% |