Filed May 28, 1996
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WHISMAN GIORDANO & ASSOCIATES, INC. Service code 10 · EIN 20-3934946 | Accounting | $10,036 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $8,217 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,618 | $63,964-83.4% | $147,618-92.8% | $67,505-84.3% |
| Participation rate | 93.7% | 68.6%+25.1pp | 84.6%+9.1pp | 71.2%+22.5pp |
| Annual return | -0.43% | 9.05%-9.5pp | 61.98%-62.4pp | 6.52%-7.0pp |
| Employer contribution / active EE | $2,279 | $1,618+40.8% | $5,564-59.0% | $2,173+4.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $3 | $43-92.7% | $11,612-100.0% | $56-94.5% |