Filed August 2, 2006
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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $126,293 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 20-8764829 | Consulting Fees | $30,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 PO BOX 952030 · CLEVELAND, OH 44193 | Accounting | $25,000 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $10,000 |
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 | $83,163 | $148,970-44.2% | $133,698-37.8% | $200,096-58.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.4%+16.5pp | 72.0%+20.9pp |
| Annual return | 10.96% | 27.07%-16.1pp | 580.90%-569.9pp | 34.26%-23.3pp |
| Employer contribution / active EE | $2,529 | $3,561-29.0% | $4,218-40.0% | $3,038-16.7% |
| Participant deferral / active EE | $4,202 | $6,140-31.6% | $7,016-40.1% | $5,090-17.4% |
| Admin fee / account holder | $44 | $144-69.6% | $6,703-99.3% | $269-83.7% |