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 | $24,135 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA, NA Service code 21 · EIN 73-0780382 | Bank Trustee | $5,825 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 49 · EIN 04-6171663 | Other Services | $0 |
DELEWARE FUNDS1+ years Service code 49 · EIN 23-2448660 | Other Services | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 49 · EIN 94-3167260 | Other Services | $0 |
INVESCO1+ years Filed as: INVESCO FUNDS Service code 49 · EIN 58-2287224 | Other Services | $0 |
MATTHEWS INTERNATIONAL FUNDS1+ years Service code 49 · EIN 94-3250972 | Other Services | $0 |
Filed as: TCW GALILEO Service code 49 · EIN 95-2749628 | 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 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 5.42% | 9.62%-4.2pp | 9.74%-4.3pp | 9.30%-3.9pp |
| Employer contribution / active EE | $26,087 | $46,336-43.7% | $39,474-33.9% | $43,748-40.4% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |