Filed January 6, 2006
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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $89,903 |
KORN FERRY HAY GROUP3 years Service code 11 1650 ARCH ST. · PHILADELPHIA, PA 191032029 | Actuarial | $20,950 |
BOWMAN & COMPANY LLP4+ years Filed as: BOWMAN AND COMPANY Service code 10 601 WHITE HORSE ROAD · VOORHEEES, NJ 08043 | Accounting | $12,500 |
RELIANCE TRUST COMPANY1 year Service code 14 · EIN 58-1428634 | Plan Administrator | $12,173 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -2.12% | -4.17%+2.1pp | -61.72%+59.6pp | 10.56%-12.7pp |
| Employer contribution / active EE | $18,919 | $16,396+15.4% | $47,703-60.3% | $13,643+38.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |