Filed September 21, 1992
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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $61,591 |
Filed as: MORGAN STANLEY GLOBAL BANK. OPER. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,898 |
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $14,521 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,616 | $105,581+34.1% | $70,494+100.9% | $90,274+56.9% |
| Participation rate | 34.0% | 77.5%-43.5pp | 75.1%-41.1pp | 73.4%-39.4pp |
| Annual return | 12.75% | 14.78%-2.0pp | 109.16%-96.4pp | 53.97%-41.2pp |
| Employer contribution / active EE | $2,482 | $3,304-24.9% | $2,738-9.4% | $2,523-1.7% |
| Participant deferral / active EE | $1,964 | $3,813-48.5% | $3,711-47.1% | $4,231-53.6% |
| Admin fee / account holder | $215 | $68+217.8% | $3,848-94.4% | $114+88.1% |