Filed September 28, 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,716 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $30,778 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $8,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,429 | $58,320+13.9% | $86,451-23.2% | $66,949-0.8% |
| Participation rate | 94.0% | 78.6%+15.4pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -13.52% | -9.71%-3.8pp | 4398.51%-4412.0pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,843 | $2,615-29.5% | $3,770-51.1% | $2,545-27.6% |
| Participant deferral / active EE | $5,269 | $6,899-23.6% | $6,953-24.2% | $4,239+24.3% |
| Admin fee / account holder | $235 | $546-56.9% | $6,734-96.5% | $594-60.3% |