Filed July 12, 2005
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,460 | $74,089-83.2% | $133,975-90.7% | $55,167-77.4% |
| Participation rate | 92.8% | 84.3%+8.5pp | 87.1%+5.7pp | 69.0%+23.8pp |
| Annual return | 10.54% | 12.11%-1.6pp | 29.29%-18.8pp | 169.23%-158.7pp |
| Employer contribution / active EE | $977 | $3,064-68.1% | $5,211-81.2% | $1,963-50.2% |
| Participant deferral / active EE | $2,624 | $4,678-43.9% | $6,282-58.2% | $3,054-14.1% |
| Admin fee / account holder | $51 | $458-89.0% | $9,324-99.5% | $504-90.0% |