Filed June 14, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,765 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,567 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,953 | $77,503+72.8% | $100,391+33.4% | $80,856+65.7% |
| Participation rate | 98.7% | 76.9%+21.7pp | 81.5%+17.2pp | 67.6%+31.0pp |
| Annual return | 12.36% | 37.20%-24.8pp | 49.20%-36.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,114 | $2,801+46.9% | $3,942+4.4% | $2,755+49.3% |
| Participant deferral / active EE | $3,745 | $6,820-45.1% | $8,082-53.7% | $4,296-12.8% |
| Admin fee / account holder | $190 | $5,897-96.8% | $7,899-97.6% | $6,918-97.3% |