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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,346 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,915 | $74,552-3.5% | $63,003+14.1% | $69,631+3.3% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 13.28% | 15.77%-2.5pp | 87.59%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $4,732 | $2,929+61.5% | $2,760+71.4% | $2,032+132.9% |
| Participant deferral / active EE | $343 | $2,974-88.5% | $3,329-89.7% | $3,224-89.4% |
| Admin fee / account holder | $20 | $59-67.1% | $3,600-99.5% | $110-82.3% |