Filed January 13, 2005
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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $198,688 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER FUNDS Service code 49 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Securities brokerage; Other services;... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 13.50% | 9.03%+4.5pp | 90.61%-77.1pp | 627.08%-613.6pp |
| Employer contribution / active EE | $591 | $13,843-95.7% | $32,730-98.2% | $18,824-96.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |