Filed April 11, 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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 4380 BUCKEYE LANE · BEAVERCREEK, OH 45440 | Securities Custodian | $4 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,187 | $89,123+212.1% | $102,460+171.5% | $77,762+257.7% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | -10.10% | 25.05%-35.1pp | 29.47%-39.6pp | 31.27%-41.4pp |
| Employer contribution / active EE | $13,674 | $2,700+406.5% | $3,025+352.0% | $2,728+401.3% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |