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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $169,511 |
Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $33,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,224 | $67,512-13.8% | $185,849-68.7% | $93,010-37.4% |
| Participation rate | 94.2% | 67.1%+27.0pp | 81.7%+12.5pp | 73.9%+20.3pp |
| Annual return | 23.21% | 21.04%+2.2pp | 122.10%-98.9pp | 158.70%-135.5pp |
| Employer contribution / active EE | $2,701 | $1,783+51.5% | $5,169-47.7% | $2,705-0.2% |
| Participant deferral / active EE | $3,750 | $3,035+23.5% | $5,569-32.7% | $4,561-17.8% |
| Admin fee / account holder | $85 | $318-73.3% | $16,244-99.5% | $152-44.1% |