Filed September 28, 1999 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $3,846,859 |
Filed as: MORGAN STANLEY INVEST MGMT INC Service code 16 · EIN 13-3040307 | Consulting | $3,220,457 |
Service code 14 · EIN 23-2259884 | Plan Administrator | $789,125 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $477,726 |
Filed as: JP MORGAN INVEST. MANAGEMENT, INC Service code 16 · EIN 13-3200244 | Consulting | $265,000 |
PROSKAUER ROSE LLP7 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $162,248 |
ABEL NOSER SOLUTIONS4 years Service code 16 · EIN 81-2351633 | Consulting | $101,709 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $99,624 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG FINANCE Service code 16 · EIN 06-1818168 | Consulting | $94,199 |
ALTERNATIVESOFT AG4 years Service code 16 | Consulting | $69,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,134 | $125,578+48.2% | $86,460+115.3% | $89,433+108.1% |
| Participation rate | 98.7% | 86.1%+12.6pp | 80.3%+18.4pp | 71.3%+27.4pp |
| Annual return | -16.92% | -16.42%-0.5pp | 4399.82%-4416.7pp | -11.88%-5.0pp |
| Employer contribution / active EE | $6,147 | $4,137+48.6% | $3,771+63.0% | $3,021+103.5% |
| Participant deferral / active EE | $10,871 | $9,976+9.0% | $6,954+56.3% | $5,125+112.1% |
| Admin fee / account holder | $534 | $94+467.4% | $6,727-92.1% | $79+572.9% |