Filed January 6, 2006 (most recent of 2 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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 7755 MONTGOMERY ROAD · CINCINNATI, OH 45236 | Securities Custodian | $76,080 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 25-1159360 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $52,153 |
FAYEZ SAROFIM & CO1+ years Service code 52 · EIN 74-1312679 2 HOUSTON CENTER · HOUSTON, TX 77010 | Indirect Investment Fees | $25,924 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 52 · EIN 13-2638166 8044 MONTGOMERY ROAD · CINCINNATI, OH 45236 | Indirect Investment Fees | $15,623 |
Filed as: MCDONNELL INVESTMENTS Service code 52 · EIN 46-1057753 1515 W. 22ND STREET · OAKBROOK, IL 60523 | Indirect Investment Fees | $8,079 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.69% | -0.83%+0.1pp | -0.81%+0.1pp | -7.14%+6.4pp |
| Employer contribution / active EE | $0 | $16,035-100.0% | $38,425-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |