Filed June 8, 2009 (most recent of 4 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 15 · EIN 23-3060887 | Recordkeeping | $687,735 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 23-2293237 | Actuarial | $110,957 |
Filed as: GREAT-WEST FINANCIAL Service code 15 PO BOX 1700 · DENVER, CO 80201 | Recordkeeping | $100,316 |
POYNER & SPRUILL LLP1+ years Service code 29 · EIN 56-1493995 | Legal | $95,076 |
HUDSON PILOT LLC1+ years Filed as: HUDSON PILOT Service code 27 · EIN 26-4590269 | Advisory (Plan) | $89,866 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $46,608 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $22,950 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -1.80% | -1.76%0pp | -2.13%+0.3pp | 2.81%-4.6pp |
| Employer contribution / active EE | $5,000 | $19,174-73.9% | $34,127-85.3% | $16,358-69.4% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |