Filed August 29, 2013 (most recent of 3 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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $260,635 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 21 · EIN 73-0780382 | Bank Trustee | $27,373 |
AMERICAN FUNDS1+ years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 15 · EIN 93-0577450 | Recordkeeping | $0 |
DELEWARE FUNDS1+ years Service code 15 · EIN 23-2869117 | Recordkeeping | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 15 · EIN 94-3167260 | Recordkeeping | $0 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GABELLI-GAMCO FUNDS Service code 15 · EIN 13-3340139 | Recordkeeping | $0 |
INVESCO1+ years Filed as: INVESCO FUNDS Service code 15 · EIN 58-2287224 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 15 · EIN 13-2624428 | Recordkeeping | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -3.86% | -3.68%-0.2pp | -2.13%-1.7pp | -0.60%-3.3pp |
| Employer contribution / active EE | $7,246 | $13,163-45.0% | $34,127-78.8% | $12,272-41.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |