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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-1912900 | Advisory (Plan) | $1,477,315 |
ROY & ASSOCIATES9+ years Service code 11 · EIN 46-5485762 | Actuarial | $185,184 |
FIRST STATE TRUST COMPANY9+ years Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 | Bank Trustee | $104,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 12.01% | 8.84%+3.2pp | 12.68%-0.7pp | 9.11%+2.9pp |
| Employer contribution / active EE | $4,127 | $8,705-52.6% | $41,626-90.1% | $12,231-66.3% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |