Filed October 18, 2004 (most recent of 4 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 16 · EIN 04-2654524 | Consulting | $30,512 |
Filed as: FIDELITY INVESTMENTS INST OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $30,278 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK & COMPANY Service code 10 · EIN 47-2333653 | Accounting | $18,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,053 | $67,505-37.7% | $155,789-73.0% | $67,505-37.7% |
| Participation rate | 38.2% | 71.2%-33.0pp | 76.1%-37.9pp | 71.2%-33.0pp |
| Annual return | 1.06% | 6.52%-5.5pp | 71.54%-70.5pp | 6.52%-5.5pp |
| Employer contribution / active EE | $934 | $2,173-57.0% | $3,839-75.7% | $2,173-57.0% |
| Participant deferral / active EE | $1,799 | $3,597-50.0% | $4,798-62.5% | $3,597-50.0% |
| Admin fee / account holder | $28 | $56-49.4% | $7,477-99.6% | $56-49.4% |