Filed October 18, 2004 (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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $143,596 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $72,330 |
ANLYN, LTD.3 years Service code 15 · EIN 38-2917942 | Recordkeeping | $22,858 |
GILMORE JASION MAHLER, LTD4 years Filed as: GILMORE, JASION & MAHLER, LTD. Service code 10 · EIN 34-1827159 | Accounting | $18,250 |
CLARK HILL PLC2 years Service code 29 · EIN 38-0425840 | Legal | $8,306 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,686 | $117,238-70.4% | $87,102-60.2% | $82,204-57.8% |
| Participation rate | 94.6% | 87.2%+7.4pp | 76.9%+17.7pp | 73.4%+21.2pp |
| Annual return | 20.08% | 25.80%-5.7pp | 28.19%-8.1pp | 26.31%-6.2pp |
| Employer contribution / active EE | $1,794 | $3,535-49.2% | $2,521-28.8% | $2,707-33.7% |
| Participant deferral / active EE | $2,180 | $5,976-63.5% | $4,048-46.2% | $4,246-48.7% |
| Admin fee / account holder | $31 | $81-61.6% | $7,493-99.6% | $76-58.7% |