Filed January 11, 2001
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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $34,198 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, ME 02109 | Recordkeeping | $540 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $494 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,994 | $60,165+77.8% | $74,184+44.2% | $55,167+93.9% |
| Participation rate | 93.0% | 74.2%+18.8pp | 76.6%+16.3pp | 69.0%+24.0pp |
| Annual return | 6.70% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,967 | $1,600+85.5% | $2,370+25.2% | $1,963+51.2% |
| Participant deferral / active EE | $9,475 | $2,973+218.8% | $3,550+166.9% | $3,054+210.2% |
| Admin fee / account holder | $75 | $419-82.2% | $5,586-98.7% | $504-85.2% |