Filed August 29, 2013
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 Service code 28 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Investment Management | $63,433 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,248 |
SETAWAY LLC2 years Filed as: SETAWAY, LLC Service code 49 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | Other Services | $3,300 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,687 | $36,904+10.2% | $158,223-74.3% | $65,191-37.6% |
| Participation rate | 63.6% | 62.1%+1.5pp | 79.2%-15.6pp | 63.0%+0.6pp |
| Annual return | 9.97% | 24.43%-14.5pp | 52.09%-42.1pp | 51.24%-41.3pp |
| Employer contribution / active EE | $1,881 | $1,489+26.3% | $4,109-54.2% | $2,400-21.6% |
| Participant deferral / active EE | $4,541 | $1,936+134.6% | $5,467-16.9% | $2,671+70.0% |
| Admin fee / account holder | $200 | $793-74.7% | $16,047-98.8% | $907-77.9% |