Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $33,345 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $29,110 |
BENEFIT AUDIT GROUP, LLC3 years Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $8,000 |
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 | $148,136 | $65,582+125.9% | $64,097+131.1% | $71,529+107.1% |
| Participation rate | 96.4% | 73.2%+23.2pp | 72.3%+24.1pp | 67.9%+28.5pp |
| Annual return | 18.27% | 18.96%-0.7pp | 33.75%-15.5pp | 28.97%-10.7pp |
| Employer contribution / active EE | $4,085 | $2,671+53.0% | $2,750+48.5% | $2,590+57.7% |
| Participant deferral / active EE | $5,864 | $3,628+61.6% | $3,881+51.1% | $4,291+36.6% |
| Admin fee / account holder | $248 | $616-59.8% | $3,070-91.9% | $1,588-84.4% |