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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA4 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $18,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,314 | $53,841+119.7% | $75,731+56.2% | $85,851+37.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.60% | 24.54%-10.9pp | 104.65%-91.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $3,591 | $2,017+78.0% | $2,743+30.9% | $2,565+40.0% |
| Participant deferral / active EE | $4,831 | $2,895+66.9% | $3,820+26.5% | $3,952+22.2% |
| Admin fee / account holder | $315 | $3,340-90.6% | $3,620-91.3% | $6,261-95.0% |