Filed November 21, 2011 (most recent of 4 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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $66,654 |
CROWE LLP3+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $17,570 |
Filed as: MORGAN STANLEY Service code 16 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Consulting | $15,170 |
GLADING GROUP3+ years Service code 16 · EIN 71-0912527 | Consulting | $9,163 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | 4.73% | 0.19%+4.5pp | 38.14%-33.4pp | 0.19%+4.5pp |
| Employer contribution / active EE | $19,015 | $13,763+38.2% | $34,245-44.5% | $13,763+38.2% |
| Participant deferral / active EE | $0 | $804-100.0% | $185-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |