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 | $63,331 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Consulting | $38,498 |
CROWE LLP4+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $18,255 |
NATIONAL FINANCIAL SERVICES4+ 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 | $46,244-100.0% | $189,344-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 30.4%-30.4pp | 2.8%-2.8pp |
| Annual return | 7.79% | 16.32%-8.5pp | 11.02%-3.2pp | 16.32%-8.5pp |
| Employer contribution / active EE | $26,998 | $17,007+58.7% | $33,824-20.2% | $17,007+58.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $418-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,088-100.0% | $127-100.0% |