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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $172,704 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $65,260 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $9,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,074 | $45,000+4.6% | $143,797-67.3% | $77,906-39.6% |
| Participation rate | 95.4% | 66.8%+28.5pp | 80.3%+15.0pp | 73.7%+21.7pp |
| Annual return | -13.99% | 29.03%-43.0pp | -0.04%-13.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $3,304 | $1,870+76.7% | $4,952-33.3% | $2,846+16.1% |
| Participant deferral / active EE | $4,843 | $3,157+53.4% | $5,638-14.1% | $4,805+0.8% |
| Admin fee / account holder | $96 | $98-2.3% | $14,679-99.3% | $133-27.5% |