Filed May 5, 2005 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
USB1 year Filed as: USB GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $184,220 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $23,930 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $5,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 4.11% | 12.07%-8.0pp | 8.95%-4.8pp | 15.63%-11.5pp |
| Employer contribution / active EE | $11,831 | $9,481+24.8% | $46,559-74.6% | $11,476+3.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |