Filed January 6, 2006
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 17 · EIN 26-4310632 | Pension Consulting | $128,571 |
FIRST STATE TRUST COMPANY4 years Service code 21 1 RIGHTER PARKWAY, SUITE 120 · WILMINGTON, DE 19803 | Bank Trustee | $16,666 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 15.24% | 18.04%-2.8pp | 32.33%-17.1pp | 37.77%-22.5pp |
| Employer contribution / active EE | $1,773 | $10,357-82.9% | $33,964-94.8% | $15,798-88.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |