Filed December 28, 2012
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 BARNEY9 years Filed as: MORGAN STANLEY Service code 27 4300 EAST 53RD ST, STE 300 · DAVENPORT, IA 52807 | Advisory (Plan) | $12,330 |
ESOP PARTNERS LLC10+ years Service code 64 · EIN 20-5396546 3701 E EVERGREEN DR SUITE 600 · APPLETON, WI 54913 | Recordkeeping Fees | $0 |
PRAIRIE CAPITAL ADVISORS10+ years Service code 34 · EIN 36-4072641 OAKBROOK TERRACE TOWER · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $0 |
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 | $303,074 | $79,209+282.6% | $102,434+195.9% | $74,459+307.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 16.61% | 54.98%-38.4pp | 29.46%-12.8pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $4,210 | $2,362+78.2% | $3,023+39.3% | $2,626+60.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $47 | $2,002-97.7% | $9,462-99.5% | $1,945-97.6% |