Filed June 9, 2005
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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $20,000 |
NATIONAL BENEFIT SERVICES, LLC9+ years Service code 49 · EIN 20-3886993 | Other Services | $16,231 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,674 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,164 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,287 | $101,653+31.1% | $147,080-9.4% | $74,459+79.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.22% | 8754.98%-8741.8pp | 420.17%-406.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $7,974 | $3,813+109.1% | $4,933+61.6% | $2,626+203.7% |
| Participant deferral / active EE | $9,286 | $7,304+27.1% | $8,066+15.1% | $4,350+113.5% |
| Admin fee / account holder | $338 | $1,752-80.7% | $12,989-97.4% | $1,945-82.6% |