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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-1912900 | Advisory (Plan) | $736,168 |
ROY & ASSOCIATES3+ years Service code 11 · EIN 46-5485762 | Actuarial | $127,748 |
FIRST STATE TRUST COMPANY3+ years Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 | Bank Trustee | $67,000 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 18.12% | 12.92%+5.2pp | 10.36%+7.8pp | 17.84%+0.3pp |
| Employer contribution / active EE | $18,192 | $14,070+29.3% | $37,738-51.8% | $14,688+23.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |