Filed April 23, 1998
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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 141 LONGWATER DRIVE, STE 102 · NORWELL, MA 02061 | Advisory (Plan) | $46,828 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $33,625 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $528,728 | $138,393+282.0% | $184,256+187.0% | $80,959+553.1% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.7%+30.9pp |
| Annual return | 14.70% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $9,596 | $4,847+98.0% | $6,427+49.3% | $2,757+248.0% |
| Participant deferral / active EE | $21,280 | $7,076+200.7% | $9,133+133.0% | $4,300+394.8% |
| Admin fee / account holder | $667 | $10,489-93.6% | $13,899-95.2% | $6,925-90.4% |