Filed January 28, 2000
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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $29,756 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,936 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,720 |
CRAWFORD PIMENTEL CORPORATION1+ years Service code 10 · EIN 45-4128109 2150 TRADE ZONE BOULEVARD · SAN JOSE, CA 95131 | Accounting | $7,649 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $5,447 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $5,000 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Contract Administrator | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,309 | $39,458+14.8% | $60,547-25.2% | $55,191-17.9% |
| Participation rate | 83.2% | 59.6%+23.6pp | 68.0%+15.3pp | 69.2%+14.1pp |
| Annual return | -2.06% | 3.35%-5.4pp | 335.64%-337.7pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,031 | $1,210+67.9% | $2,419-16.0% | $1,899+7.0% |
| Participant deferral / active EE | $3,302 | $2,140+54.2% | $3,328-0.8% | $3,046+8.4% |
| Admin fee / account holder | $127 | $95+33.7% | $4,536-97.2% | $91+40.1% |