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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-1912900 | Advisory (Plan) | $1,512,045 |
ROY & ASSOCIATES8+ years Service code 11 · EIN 46-5485762 | Actuarial | $165,828 |
FIRST STATE TRUST COMPANY8+ years Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 | Bank Trustee | $122,541 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -11.89% | -6.02%-5.9pp | -3.21%-8.7pp | 23.41%-35.3pp |
| Employer contribution / active EE | $11,900 | $11,241+5.9% | $46,051-74.2% | $12,650-5.9% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |