Filed March 29, 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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $33,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,058 |
RETIREMENT STRATEGIES, INC.11+ years Filed as: RETIREMENT STRATEGIES LLC Service code 16 · EIN 27-0017183 | Consulting | $9,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,415 | $130,224-34.4% | $197,124-56.7% | $79,634+7.3% |
| Participation rate | 72.2% | 87.8%-15.6pp | 86.7%-14.5pp | 62.5%+9.7pp |
| Annual return | 16.31% | 23.65%-7.3pp | 44.34%-28.0pp | 36.46%-20.1pp |
| Employer contribution / active EE | $2,221 | $4,314-48.5% | $6,227-64.3% | $2,529-12.2% |
| Participant deferral / active EE | $3,362 | $7,378-54.4% | $9,135-63.2% | $3,835-12.3% |
| Admin fee / account holder | $282 | $254+10.8% | $16,298-98.3% | $1,002-71.8% |