Filed May 20, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $29,092 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,822 |
BENEFIT AUDIT GROUP, LLC1 year Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $8,300 |
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 | $145,924 | $74,706+95.3% | $75,714+92.7% | $79,391+83.8% |
| Participation rate | 98.5% | 75.3%+23.2pp | 74.8%+23.7pp | 70.7%+27.8pp |
| Annual return | 13.15% | 18.52%-5.4pp | 104.62%-91.5pp | 116.88%-103.7pp |
| Employer contribution / active EE | $4,137 | $2,590+59.8% | $2,744+50.8% | $2,428+70.4% |
| Participant deferral / active EE | $5,582 | $3,533+58.0% | $3,820+46.1% | $4,046+38.0% |
| Admin fee / account holder | $156 | $374-58.3% | $3,619-95.7% | $627-75.1% |