Filed June 17, 2006
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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1858 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $36,064 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $18,000 |
WINDES, INC.4 years Filed as: WINDES INC Service code 10 · EIN 95-3001179 | Accounting | $12,800 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,033 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,224 | $87,870+40.2% | $113,168+8.9% | $74,304+65.8% |
| Participation rate | 90.0% | 70.7%+19.3pp | 76.6%+13.5pp | 60.3%+29.7pp |
| Annual return | 15.89% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,965 | $2,277+30.2% | $2,975-0.4% | $2,241+32.3% |
| Participant deferral / active EE | $5,586 | $4,241+31.7% | $5,107+9.4% | $3,767+48.3% |
| Admin fee / account holder | $348 | $3,368-89.7% | $12,068-97.1% | $2,969-88.3% |