Filed January 9, 2004
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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $29,255 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $24,531 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $11,000 |
MERCER5 years Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVE STE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $8,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,036 | $122,063-41.0% | $184,256-60.9% | $74,478-3.3% |
| Participation rate | 77.4% | 85.5%-8.1pp | 86.8%-9.4pp | 67.2%+10.2pp |
| Annual return | 11.26% | 19.92%-8.7pp | 28.85%-17.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $2,081 | $4,539-54.2% | $6,427-67.6% | $2,626-20.8% |
| Participant deferral / active EE | $3,931 | $7,144-45.0% | $9,133-57.0% | $4,350-9.6% |
| Admin fee / account holder | $336 | $1,253-73.2% | $13,899-97.6% | $1,946-82.8% |