Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $9,751 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $8,772 |
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 | $84,076 | $52,467+60.2% | $57,196+47.0% | $55,167+52.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.47% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,643 | $2,477+47.0% | $2,683+35.8% | $1,963+85.6% |
| Participant deferral / active EE | $5,167 | $2,830+82.6% | $3,096+66.9% | $3,054+69.2% |
| Admin fee / account holder | $67 | $269-75.0% | $3,141-97.9% | $504-86.6% |