Filed October 29, 2003
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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $31,854 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,088 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,857 | $60,454-15.9% | $81,844-37.9% | $74,459-31.7% |
| Participation rate | 78.5% | 63.0%+15.5pp | 72.4%+6.1pp | 67.2%+11.2pp |
| Annual return | 15.82% | 16.87%-1.0pp | 778.87%-763.0pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $700 | $2,630-73.4% | $2,916-76.0% | $2,626-73.4% |
| Participant deferral / active EE | $4,102 | $3,398+20.7% | $4,323-5.1% | $4,350-5.7% |
| Admin fee / account holder | $272 | $1,490-81.7% | $7,355-96.3% | $1,945-86.0% |