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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,063 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,889 | $69,708+41.9% | $67,560+46.4% | $74,478+32.8% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 13.11% | -40.67%+53.8pp | 3533.50%-3520.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $4,707 | $2,715+73.4% | $2,737+72.0% | $2,626+79.2% |
| Participant deferral / active EE | $8,198 | $3,637+125.4% | $4,004+104.7% | $4,350+88.4% |
| Admin fee / account holder | $200 | $887-77.4% | $3,994-95.0% | $1,946-89.7% |