Filed December 10, 2005 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Consulting | $152,883 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 5051 WESTHEIMER, STE 2100 · HOUSTON, TX 77056 | Advisory (Plan) | $5,000 |
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 | $114,686 | $75,760+51.4% | $123,105-6.8% | $59,188+93.8% |
| Participation rate | 99.6% | 86.0%+13.6pp | 86.8%+12.8pp | 69.4%+30.2pp |
| Annual return | -0.86% | 2.93%-3.8pp | 13.22%-14.1pp | 5.51%-6.4pp |
| Employer contribution / active EE | $4,180 | $3,415+22.4% | $5,151-18.8% | $2,098+99.2% |
| Participant deferral / active EE | $4,007 | $5,000-19.9% | $6,229-35.7% | $3,265+22.8% |
| Admin fee / account holder | $36 | $61-41.5% | $9,014-99.6% | $92-61.5% |