Filed February 15, 1999
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 GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $143,619 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $54,805 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,869 | $84,784-36.5% | $98,439-45.3% | $74,419-27.6% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 16.55% | 20.59%-4.0pp | 21.16%-4.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,256 | $3,364-33.0% | $3,048-26.0% | $2,637-14.5% |
| Participant deferral / active EE | $3,491 | $5,218-33.1% | $4,738-26.3% | $4,528-22.9% |
| Admin fee / account holder | $234 | $204+14.2% | $8,948-97.4% | $348-32.8% |