Filed January 9, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $39,229 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $15,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,878 | $227,553-18.3% | $189,557-1.9% | $167,490+11.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.75% | 78.40%-67.6pp | 64.17%-53.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,864 | $5,316+10.3% | $4,412+32.9% | $4,837+21.2% |
| Participant deferral / active EE | $14,316 | $7,002+104.4% | $6,174+131.9% | $6,341+125.8% |
| Admin fee / account holder | $164 | $11,878-98.6% | $9,807-98.3% | $12,309-98.7% |