Filed March 1, 2002 (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 |
|---|---|---|
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISOR SERVICES Service code 26 · EIN 74-2708841 | Advisory (Participants) | $465,136 |
Filed as: FIDELITY Service code 26 · EIN 04-3532603 | Advisory (Participants) | $186,158 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $166,067 |
CROWE LLP1 year Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $17,861 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HOLDING INC Service code 13 · EIN 20-8764829 | Contract Administrator | $10,014 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 7.76% | 18.69%-10.9pp | 10.60%-2.8pp | 37.77%-30.0pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,831-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |