Filed March 25, 2008
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,902 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,930 |
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 | $164,124 | $69,708+135.4% | $67,560+142.9% | $74,478+120.4% |
| Participation rate | 96.4% | 71.4%+25.0pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.19% | -40.67%+53.9pp | 3533.50%-3520.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $5,877 | $2,715+116.5% | $2,737+114.8% | $2,626+123.8% |
| Participant deferral / active EE | $7,821 | $3,637+115.0% | $4,004+95.3% | $4,350+79.8% |
| Admin fee / account holder | $153 | $887-82.7% | $3,994-96.2% | $1,946-92.1% |