Filed October 15, 2001 (most recent of 2 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 |
|---|---|---|
HUNTER FAN COMPANY11+ years Service code 29 · EIN 62-1218702 | Legal | $31,247 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,725 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,652 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $7,124 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $249,316-100.0% | $249,316-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 59.4%-59.4pp | 34.1%-34.1pp |
| Annual return | -98.94% | 10.75%-109.7pp | 10.61%-109.6pp | 13.02%-112.0pp |
| Employer contribution / active EE | $0 | $33,663-100.0% | $31,160-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |