Filed April 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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 75-2009441 | Recordkeeping | $3,435 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $340,044 | $75,183+352.3% | $123,894+174.5% | $55,167+516.4% |
| Participation rate | 98.4% | 72.8%+25.6pp | 81.4%+17.0pp | 69.0%+29.4pp |
| Annual return | 12.11% | 19.01%-6.9pp | 47.52%-35.4pp | 169.23%-157.1pp |
| Employer contribution / active EE | $17,354 | $2,823+514.6% | $4,617+275.9% | $1,963+784.3% |
| Participant deferral / active EE | $17,833 | $5,084+250.7% | $5,984+198.0% | $3,054+483.9% |
| Admin fee / account holder | $17 | $663-97.5% | $8,357-99.8% | $504-96.7% |