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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310632 | Other Fees | $158,271 |
BENEFIT TRUST COMPANY4+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $111,027 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER, LLP Service code 29 P.O. BOX 503089 · ST. LOUIS, MO 63150 | Legal | $55,560 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $47,250 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,353 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 155 NORTH WAKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Accounting | $21,356 |
MORRIS DAVIS CHAN & TAN LLP2 years Service code 10 1080 MARINA VILLAGE PARKWAY, SUITE · ALAMEDA, CA 94501 | Accounting | $6,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,416 | $33,780+84.8% | $74,549-16.3% | $75,289-17.1% |
| Participation rate | 70.0% | 62.7%+7.3pp | 69.1%+0.9pp | 72.4%-2.4pp |
| Annual return | -4.63% | -1.24%-3.4pp | 32.54%-37.2pp | -0.04%-4.6pp |
| Employer contribution / active EE | $536 | $845-36.6% | $1,961-72.7% | $2,405-77.7% |
| Participant deferral / active EE | $2,795 | $1,890+47.9% | $3,108-10.1% | $3,739-25.2% |
| Admin fee / account holder | $33 | $86-61.9% | $5,059-99.3% | $102-67.8% |