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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $28,125 |
BOKF, NA3+ years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 28 · EIN 74-2009441 | Investment Management | $14,669 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9,363 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,313 | $73,102+386.1% | $123,544+187.6% | $56,287+531.3% |
| Participation rate | 98.5% | 74.3%+24.2pp | 82.3%+16.2pp | 69.9%+28.6pp |
| Annual return | -6.83% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $17,801 | $2,977+497.9% | $4,628+284.7% | $2,111+743.2% |
| Participant deferral / active EE | $18,737 | $5,423+245.5% | $6,426+191.6% | $3,350+459.4% |
| Admin fee / account holder | $242 | $554-56.3% | $9,284-97.4% | $521-53.6% |