Filed February 9, 2004
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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $69,766 |
Service code 11 · EIN 81-2983623 | Actuarial | $53,606 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL MUTUAL LIFE Service code 13 · EIN 42-0127290 | Contract Administrator | $38,333 |
Filed as: ALTMAN CRONIN Service code 11 · EIN 36-4291971 | Actuarial | $23,322 |
LITTLE SHANEYFELT MARSHALL & CO.3+ years Filed as: LITTLE MENDELSON Service code 29 · EIN 94-2602731 | Legal | $17,603 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,000 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $11,039 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.40% | 26.60%-13.2pp | 10.16%+3.2pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,385 | $7,232-67.0% | $33,192-92.8% | $14,688-83.8% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |