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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $359,405 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 21 · EIN 73-0780382 | Bank Trustee | $35,633 |
BLACKROCK6+ years Filed as: BLACKROCK FUNDS Service code 49 · EIN 04-6171663 | Other Services | $0 |
FRANKLIN TEMPLETON6+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 49 · EIN 94-3167260 | Other Services | $0 |
INVESCO6+ years Filed as: INVESCO FUNDS Service code 49 · EIN 58-2287224 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 49 · EIN 13-2624428 | Other Services | $0 |
MATTHEWS INTERNATIONAL FUNDS3 years Service code 49 · EIN 94-3250972 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY BANK, N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY PRIVATE BANK, N.A. Service code 33 · EIN 22-3458456 | Other commissions; Securities brokera... | $0 |
PIMCO FUNDS6+ years Service code 49 · EIN 95-2632339 | Other Services | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 12.51% | 15.98%-3.5pp | 10.03%+2.5pp | 11.45%+1.1pp |
| Employer contribution / active EE | $2,770 | $21,248-87.0% | $38,789-92.9% | $17,219-83.9% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |