Filed May 5, 2005
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 SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $293,168 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY SERVICES LTD. Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $47,769 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS, INC. Service code 11 · EIN 76-0551734 | Actuarial | $36,419 |
CURTIS BLAKELY & CO.6+ years Service code 10 · EIN 75-1546734 | Accounting | $16,788 |
ADP BROKER-DEALER5 years Filed as: ADP, LLC Service code 50 · EIN 22-1467904 | Direct Payment | $6,372 |
ABBY CAPITAL FUNDS1 year Filed as: ABBEY CAPITAL FUNDS Service code 49 · EIN 39-0281260 | Other Services | $0 |
BROOKFIELD3 years Filed as: BROOKFIELD INVESTMENT FUNDS Service code 49 · EIN 39-1982827 | Other Services | $0 |
INVESCO5 years Filed as: INVESCO FUNDS Service code 49 · EIN 58-2287224 | Other Services | $0 |
LOCORR FUNDS5 years Service code 49 · EIN 39-1982827 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other commissions; Securities brokera... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 14.49% | 9.42%+5.1pp | 10.03%+4.5pp | 9.29%+5.2pp |
| Employer contribution / active EE | $113,924 | $18,905+502.6% | $38,789+193.7% | $15,168+651.1% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |