Filed June 11, 1
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 BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $24,769 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,495 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,652 | $84,940-33.3% | $111,306-49.1% | $79,389-28.6% |
| Participation rate | 77.2% | 75.9%+1.4pp | 77.3%-0.1pp | 70.7%+6.5pp |
| Annual return | 9.53% | 17.45%-7.9pp | 54.67%-45.1pp | 116.89%-107.4pp |
| Employer contribution / active EE | $377 | $1,979-81.0% | $2,732-86.2% | $2,428-84.5% |
| Participant deferral / active EE | $2,212 | $3,889-43.1% | $4,488-50.7% | $4,046-45.3% |
| Admin fee / account holder | $142 | $537-73.6% | $7,966-98.2% | $626-77.3% |