Filed October 25, 2002
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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $56,920 |
ROLAND CRISS FIDUCIARY SERVICES2+ years Filed as: ROLAND CRISS Service code 31 · EIN 75-2866255 | Named fiduciary; Direct payment from ... | $25,392 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $16,639 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $5,769 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $46,447 | $68,408-32.1% | $57,196-18.8% | $57,658-19.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.34% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,555 | $2,869+23.9% | $2,683+32.5% | $1,974+80.1% |
| Participant deferral / active EE | $3,148 | $2,903+8.4% | $3,096+1.7% | $3,061+2.9% |
| Admin fee / account holder | $130 | $70+86.7% | $3,141-95.9% | $95+37.5% |