Filed February 1, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,606 |
Filed as: MORGAN STANLEY & CO INC Service code 55 · EIN 13-2655998 34 EXCH PL HRBRSIDE PLZ 7TH FL · JERSEY CITY, NJ 07311 | Other Commissions | $2,484 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12 FL · NEW YORK, FL 10004 | Other Commissions | $1,022 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY & CO LLC Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,094 | $86,940+68.0% | $102,434+42.6% | $80,935+80.5% |
| Participation rate | 93.9% | 72.4%+21.5pp | 76.5%+17.4pp | 67.7%+26.2pp |
| Annual return | 15.44% | 18.89%-3.4pp | 29.46%-14.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,887 | $2,370+64.0% | $3,023+28.6% | $2,757+41.0% |
| Participant deferral / active EE | $10,233 | $4,121+148.3% | $5,055+102.4% | $4,299+138.0% |
| Admin fee / account holder | $14 | $8,047-99.8% | $9,462-99.8% | $6,924-99.8% |