Filed April 9, 2008
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: MORGAN STANLEY Service code 99 · EIN 22-2000222 | Other Fees | $23,837 |
GEFFEN MESHER3 years Filed as: GEFFEN MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $13,080 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,640 |
PENSION PLAN SPECIALISTS, PC3 years Service code 99 · EIN 26-1570786 | Other Fees | $8,863 |
Filed as: VOYA RETIREMENT MANAGEMENT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,192 | $29,369+98.1% | $77,552-25.0% | $73,412-20.7% |
| Participation rate | 24.2% | 37.9%-13.7pp | 54.2%-30.0pp | 72.2%-48.0pp |
| Annual return | 12.67% | 358.15%-345.5pp | 54.82%-42.1pp | 59.30%-46.6pp |
| Employer contribution / active EE | $0 | $406-99.9% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $581 | $941-38.2% | $1,861-68.8% | $3,806-84.7% |
| Admin fee / account holder | $68 | $123-44.7% | $2,859-97.6% | $158-57.0% |