Filed January 31, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 13-1912900 | Advisory (Plan) | $1,190,882 |
ROY & ASSOCIATES2+ years Service code 11 · EIN 46-5485762 | Actuarial | $159,923 |
FIRST STATE TRUST COMPANY2+ years Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 | Bank Trustee | $58,628 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 3.59% | 6.13%-2.5pp | 4.74%-1.1pp | 9.19%-5.6pp |
| Employer contribution / active EE | $5,199 | $10,206-49.1% | $36,089-85.6% | $12,608-58.8% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |