Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $15,860 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,267 |
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 | $92,489 | $55,002+68.2% | $59,899+54.4% | $56,289+64.3% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.5pp |
| Annual return | -4.64% | 1.13%-5.8pp | 3.46%-8.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,543 | $2,448+44.7% | $2,723+30.1% | $2,111+67.8% |
| Participant deferral / active EE | $4,738 | $3,121+51.8% | $3,402+39.2% | $3,350+41.4% |
| Admin fee / account holder | $110 | $236-53.4% | $3,592-96.9% | $521-78.9% |