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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $339,593 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 21 · EIN 73-0780382 | Bank Trustee | $31,879 |
AMERICAN FUNDS4+ years Service code 49 · EIN 95-1411037 | Other Services | $0 |
BLACKROCK4+ years Filed as: BLACKROCK FUNDS Service code 49 · EIN 04-6171663 | Other Services | $0 |
FRANKLIN TEMPLETON4+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 49 · EIN 94-3167260 | Other Services | $0 |
INVESCO4+ years Filed as: INVESCO FUNDS Service code 49 · EIN 58-2287224 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 49 · EIN 13-2624428 | Other Services | $0 |
Service code 49 · EIN 94-3250972 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 49 · EIN 02-3306088 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY ADVISORS Service code 49 · EIN 36-3145972 | Other Services | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -4.94% | -0.13%-4.8pp | -2.99%-2.0pp | 0.19%-5.1pp |
| Employer contribution / active EE | $0 | $16,248-100.0% | $41,623-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |