Filed June 7, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
US BANK1+ years Filed as: US BANK, N.A Service code 21 · EIN 31-0841368 | Bank Trustee | $462,460 |
Service code 11 · EIN 81-5205719 | Actuarial | $60,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 33 · EIN 13-4110995 | Securities brokerage | $16,910 |
AB FUNDS1+ years Filed as: SANFORD C. BERNSTEIN & CO., LI Service code 33 · EIN 13-4132953 | Securities brokerage | $7,599 |
US BANK1+ years Filed as: US BANK, N.A. Service code 21 | Bank Trustee | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 0.00% | 13.15%-13.1pp | -2.84%+2.8pp | 11.45%-11.5pp |
| Employer contribution / active EE | $9,899 | $23,714-58.3% | $33,329-70.3% | $17,219-42.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |