Filed March 31, 2003 (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 BARNEY4+ years Service code 27 · EIN 26-4310632 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $88,643 |
RYAN LABS ASSET MANAGEMENT4+ years Service code 27 · EIN 13-3451974 500 FIFTH AVENUE SUITE 2520 · NEW YORK, NY 10110 | Advisory (Plan) | $86,432 |
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.
Plan reported a final filing / termination within the last year.
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 | $289,682-100.0% | $143,222-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | - |
| Annual return | 5.32% | 43.80%-38.5pp | 8.97%-3.6pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $37,026-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $1,023-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,546-100.0% | - |