Filed December 8, 2006 (most recent of 3 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 | Other Commissions | $155,347 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 17 · EIN 91-0839480 | Pension Consulting | $54,559 |
BENEFIT TRUST COMPANY1+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $50,937 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $40,950 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,563 |
MERCER1+ years Service code 10 111 SW COLUMBIA STREET, SUITE 500 · PORTLAND, OR 97201 | Accounting | $30,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,098 | $31,810+70.1% | $64,101-15.6% | $59,188-8.6% |
| Participation rate | 67.9% | 57.7%+10.2pp | 68.2%-0.3pp | 69.4%-1.6pp |
| Annual return | 3.57% | 9.41%-5.8pp | 791.27%-787.7pp | 5.51%-1.9pp |
| Employer contribution / active EE | $488 | $659-26.0% | $1,820-73.2% | $2,098-76.7% |
| Participant deferral / active EE | $2,426 | $1,582+53.3% | $2,822-14.0% | $3,265-25.7% |
| Admin fee / account holder | $40 | $57-29.0% | $4,499-99.1% | $92-56.2% |