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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $244,906 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 21 · EIN 73-0780382 | Bank Trustee | $31,484 |
AMERICAN FUNDS2+ years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
BLACKROCK2+ years Filed as: BLACKROCK FUNDS Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
DELEWARE FUNDS2+ years Service code 15 · EIN 23-2869117 | Recordkeeping | $0 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 15 · EIN 94-3167260 | Recordkeeping | $0 |
INVESCO2+ years Filed as: INVESCO FUNDS Service code 15 · EIN 58-2287224 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 15 · EIN 13-2624428 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY ADVISORS Service code 15 · EIN 13-2527171 | Recordkeeping | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 15 · EIN 13-2527171 | 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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 5.24% | 5.90%-0.7pp | 3.99%+1.3pp | 7.18%-1.9pp |
| Employer contribution / active EE | $15,166 | $17,826-14.9% | $38,279-60.4% | $13,095+15.8% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |