Filed June 14, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $22,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,905 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,299 | $68,346+74.6% | $94,646+26.0% | $75,163+58.7% |
| Participation rate | 88.6% | 76.1%+12.5pp | 80.8%+7.8pp | 67.2%+21.4pp |
| Annual return | 15.27% | 616.93%-601.7pp | 156.71%-141.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,522 | $2,701+30.4% | $3,672-4.1% | $2,670+31.9% |
| Participant deferral / active EE | $3,625 | $6,537-44.5% | $7,418-51.1% | $4,125-12.1% |
| Admin fee / account holder | $128 | $5,326-97.6% | $7,231-98.2% | $5,651-97.7% |