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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1858 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,058 |
WINDES, INC.3 years Filed as: WINDES INC Service code 10 · EIN 95-3001179 | Accounting | $12,200 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,623 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,638 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 · EIN 33-0499726 | Contract Administrator | $2,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,366 | $79,223+36.8% | $102,460+5.8% | $74,478+45.5% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 16.94% | 54.98%-38.0pp | 29.47%-12.5pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $2,800 | $2,363+18.5% | $3,025-7.4% | $2,626+6.6% |
| Participant deferral / active EE | $5,336 | $4,417+20.8% | $5,056+5.5% | $4,350+22.6% |
| Admin fee / account holder | $243 | $2,003-87.9% | $9,460-97.4% | $1,946-87.5% |