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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 11 · EIN 04-3532603 | Actuarial | $150,177 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $100,729 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $94,464 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $26,370 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $25,115 |
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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 | $33,520-100.0% | $417,381-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 28.2%-28.2pp | 2.1%-2.1pp |
| Annual return | 7.69% | 7.65%0pp | 5.83%+1.9pp | 7.65%0pp |
| Employer contribution / active EE | $61,947 | $20,582+201.0% | $38,332+61.6% | $20,582+201.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $165-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $6,587-100.0% | $193-100.0% |