Filed January 31, 2012 (most recent of 3 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $245,506 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $35,044 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $23,185 |
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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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 16.90% | 16.36%+0.5pp | 793.01%-776.1pp | 11.45%+5.4pp |
| Employer contribution / active EE | $2,000 | $15,595-87.2% | $27,004-92.6% | $17,219-88.4% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |