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 |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $271,550 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $57,843 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,010 | $112,711-69.8% | $170,055-80.0% | $80,187-57.6% |
| Participation rate | 94.8% | 87.4%+7.4pp | 87.0%+7.8pp | 72.9%+21.9pp |
| Annual return | 19.19% | 67.06%-47.9pp | 53.43%-34.2pp | 40.40%-21.2pp |
| Employer contribution / active EE | $689 | $4,488-84.7% | $6,790-89.9% | $2,980-76.9% |
| Participant deferral / active EE | $3,599 | $7,861-54.2% | $10,410-65.4% | $5,016-28.3% |
| Admin fee / account holder | $95 | $99-4.9% | $12,828-99.3% | $145-34.8% |