Filed September 14, 1992 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $202,495 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 11 · EIN 34-6565596 | Actuarial | $121,298 |
FIRST STATE TRUST COMPANY2 years Service code 19 · EIN 13-3124172 | Securities Custodian | $19,312 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 10.76% | 13.54%-2.8pp | 13.48%-2.7pp | 16.32%-5.6pp |
| Employer contribution / active EE | $0 | $37,659-100.0% | $47,067-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |