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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA5 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $17,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,736 | $42,910+118.4% | $60,919+53.9% | $68,490+36.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.15% | -13.99%-2.2pp | 16.96%-33.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $3,487 | $1,978+76.3% | $2,704+29.0% | $2,597+34.3% |
| Participant deferral / active EE | $4,253 | $2,866+48.4% | $3,814+11.5% | $4,028+5.6% |
| Admin fee / account holder | $275 | $3,104-91.2% | $3,228-91.5% | $5,403-94.9% |