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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1300 THAMES ST WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $30,000 |
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,146 |
Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD · CORNELIUS, NC 28031 | Pension Consulting | $2,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,537 | $60,989+27.1% | $60,919+27.3% | $66,949+15.8% |
| Participation rate | 99.2% | 74.5%+24.8pp | 73.1%+26.1pp | 69.8%+29.4pp |
| Annual return | -14.06% | -9.60%-4.5pp | 16.96%-31.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $4,468 | $2,661+67.9% | $2,704+65.3% | $2,545+75.5% |
| Participant deferral / active EE | $7,687 | $3,615+112.7% | $3,814+101.5% | $4,239+81.3% |
| Admin fee / account holder | $160 | $338-52.7% | $3,228-95.0% | $594-73.0% |