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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,000 |
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,514 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,217 | $65,582+29.9% | $64,097+33.0% | $71,529+19.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 15.99% | 18.96%-3.0pp | 33.75%-17.8pp | 28.97%-13.0pp |
| Employer contribution / active EE | $4,505 | $2,671+68.7% | $2,750+63.8% | $2,590+73.9% |
| Participant deferral / active EE | $7,684 | $3,628+111.8% | $3,881+98.0% | $4,291+79.1% |
| Admin fee / account holder | $155 | $616-74.8% | $3,070-94.9% | $1,588-90.2% |