Filed November 4, 2016
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 SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $53,061 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $29,677 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $21,146 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 10 · EIN 98-1090818 | Accounting | $19,595 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $11,565 |
SIMANDL LAW GROUP, S.C.1+ years Service code 29 · EIN 20-5308742 | Legal | $7,416 |
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Annual investment return 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 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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -3.73% | -2.03%-1.7pp | -2.90%-0.8pp | -7.14%+3.4pp |
| Employer contribution / active EE | $7,850 | $10,249-23.4% | $27,990-72.0% | $14,613-46.3% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |