Filed October 19, 1992
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 BARNEY5 years Filed as: MORGAN STANLEY BANK N.A. Service code 28 · EIN 36-3707380 | Investment Management | $44,011 |
INDEPENDENT ACTUARIES, INC.5 years Service code 11 · EIN 36-4561119 | Actuarial | $16,850 |
FIRST STATE TRUST COMPANY5 years Filed as: FIRST STATE TRUST Service code 19 · EIN 36-3046063 | Securities Custodian | $10,798 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 17.25% | 8.40%+8.9pp | 10.53%+6.7pp | 13.05%+4.2pp |
| Employer contribution / active EE | $34,290 | $31,408+9.2% | $26,797+28.0% | $37,664-9.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |