Filed February 28, 1996
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $49,997 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $41,325 |
Filed as: CONDUENT HR SERVICES, LLC Service code 11 · EIN 13-3954297 | Actuarial | $33,417 |
FLAGEL HUBER FLAGEL2+ years Service code 10 · EIN 31-0796034 | Accounting | $11,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.98% | 3.49%+2.5pp | 4.16%+1.8pp | 7.18%-1.2pp |
| Employer contribution / active EE | $1,232 | $11,083-88.9% | $29,966-95.9% | $13,095-90.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |