Filed May 5, 2005
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,567 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $20,207 |
Filed as: CBIZ CPA'S P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,115 | $58,048-79.1% | $94,215-87.1% | $65,306-81.4% |
| Participation rate | 66.7% | 45.3%+21.4pp | 70.0%-3.3pp | 57.7%+9.0pp |
| Annual return | 13.26% | 19.61%-6.3pp | 28.22%-15.0pp | 21.94%-8.7pp |
| Employer contribution / active EE | $0 | $1,427-100.0% | $2,675-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,700 | $2,407-29.4% | $4,276-60.3% | $2,959-42.6% |
| Admin fee / account holder | $162 | $4,610-96.5% | $10,216-98.4% | $3,480-95.3% |