Filed December 11, 1992
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 BARNEY3+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $11,293 |
BARTLETT & CO3+ years Filed as: BARTLETT Service code 28 · EIN 45-4316696 | Investment Management | $9,777 |
Filed as: BIECHELE ROYCE ADVISORS Service code 51 · EIN 35-1940654 | Investment Mgmt Fees | $6,453 |
Service code 28 · EIN 80-0861455 | Investment Management | $4,367 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $728 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,467 | $80,753+62.8% | $136,298-3.5% | $62,293+111.0% |
| Participation rate | 97.6% | 73.5%+24.1pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 14.52% | 35.83%-21.3pp | 5156.27%-5141.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $4,803 | $2,884+66.6% | $4,696+2.3% | $2,042+135.2% |
| Participant deferral / active EE | $6,363 | $5,164+23.2% | $6,247+1.9% | $3,169+100.8% |
| Admin fee / account holder | $366 | $525-30.4% | $9,244-96.0% | $479-23.7% |