Filed March 20, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON1+ years Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN Service code 33 · EIN 13-2624428 | Securities brokerage | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310844 | Securities brokerage | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 2.86% | 6.13%-3.3pp | 4.74%-1.9pp | 9.19%-6.3pp |
| Employer contribution / active EE | $15,579 | $10,206+52.6% | $36,089-56.8% | $12,608+23.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |