Filed April 25, 2023 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $1,607,899 |
TIAA4+ years Filed as: TIAA CREF Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $264,775 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,260 | $46,969+47.5% | $154,110-55.1% | $73,367-5.6% |
| Participation rate | 99.1% | 72.4%+26.7pp | 83.0%+16.1pp | 69.5%+29.6pp |
| Annual return | 8.37% | 821.68%-813.3pp | 735.22%-726.9pp | 173.45%-165.1pp |
| Employer contribution / active EE | $4,329 | $1,723+151.2% | $5,298-18.3% | $2,499+73.2% |
| Participant deferral / active EE | $4,590 | $3,162+45.2% | $5,081-9.7% | $4,033+13.8% |
| Admin fee / account holder | $8 | $47-81.8% | $13,412-99.9% | $68-87.6% |