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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA7 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $18,816 |
Service code 10 · EIN 31-0800053 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,578 | $48,337+145.3% | $67,560+75.5% | $80,959+46.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.19% | 18.26%-5.1pp | 3533.50%-3520.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,255 | $2,023+61.0% | $2,737+19.0% | $2,757+18.1% |
| Participant deferral / active EE | $4,642 | $2,928+58.5% | $4,004+15.9% | $4,300+8.0% |
| Admin fee / account holder | $392 | $3,695-89.4% | $3,994-90.2% | $6,925-94.3% |