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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 23 · EIN 26-4310632 | Insurance services | $20,000 |
TIAA6 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $15,867 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,080 | $46,534+121.5% | $64,097+60.8% | $75,177+37.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.35% | 26.07%-8.7pp | 33.75%-16.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,113 | $1,976+57.6% | $2,750+13.2% | $2,671+16.5% |
| Participant deferral / active EE | $3,901 | $2,835+37.6% | $3,881+0.5% | $4,126-5.5% |
| Admin fee / account holder | $256 | $2,957-91.3% | $3,070-91.7% | $5,651-95.5% |