Filed October 15, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,834 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 10 · EIN 20-8764829 | Accounting | $37,625 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $23,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,995 | $47,766+195.2% | $82,763+70.4% | $64,824+117.5% |
| Participation rate | 85.1% | 67.7%+17.4pp | 72.6%+12.6pp | 71.5%+13.6pp |
| Annual return | -15.67% | -13.06%-2.6pp | 702.45%-718.1pp | 32.84%-48.5pp |
| Employer contribution / active EE | $4,731 | $2,182+116.8% | $3,008+57.2% | $2,507+88.7% |
| Participant deferral / active EE | $10,302 | $3,332+209.2% | $4,395+134.4% | $4,311+139.0% |
| Admin fee / account holder | $349 | $143+144.0% | $5,325-93.4% | $188+85.7% |