Filed June 14, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $30,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,257 |
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 | $110,389 | $59,116+86.7% | $86,438+27.7% | $68,486+61.2% |
| Participation rate | 85.1% | 75.2%+9.9pp | 80.3%+4.8pp | 67.9%+17.2pp |
| Annual return | -11.79% | -0.23%-11.6pp | 4397.19%-4409.0pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,710 | $2,519+47.3% | $3,769-1.6% | $2,597+42.9% |
| Participant deferral / active EE | $4,057 | $5,902-31.3% | $6,952-41.7% | $4,028+0.7% |
| Admin fee / account holder | $146 | $5,639-97.4% | $6,733-97.8% | $5,404-97.3% |