Filed January 28, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $178,369 |
BLACK CREEK DPF1 year Service code 49 · EIN 61-1577639 | Other Services | $0 |
BLACKSTONE2 years Filed as: BLACKSTONE REIT Service code 49 · EIN 81-0696966 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY PRIVATE BANK Service code 33 · EIN 22-3458456 | Other services; Securities brokerage;... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.81% | -1.56%-4.2pp | -2.18%-3.6pp | 10.56%-16.4pp |
| Employer contribution / active EE | $0 | $15,244-100.0% | $38,751-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |