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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $193,010 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $55,912 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $16,200 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,845 | $50,151+25.3% | $149,696-58.0% | $80,157-21.6% |
| Participation rate | 93.3% | 64.3%+29.0pp | 78.8%+14.5pp | 72.9%+20.3pp |
| Annual return | 16.93% | 29.80%-12.9pp | 134.46%-117.5pp | 40.39%-23.5pp |
| Employer contribution / active EE | $2,772 | $1,867+48.5% | $4,821-42.5% | $2,977-6.9% |
| Participant deferral / active EE | $4,125 | $3,194+29.1% | $5,682-27.4% | $5,015-17.7% |
| Admin fee / account holder | $112 | $153-26.6% | $13,212-99.2% | $145-22.7% |