Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,052 |
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $35,390 |
BENEFIT AUDIT GROUP, LLC4 years Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $10,300 |
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 | $164,851 | $69,774+136.3% | $67,575+144.0% | $74,459+121.4% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 13.05% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $4,513 | $2,710+66.5% | $2,736+65.0% | $2,626+71.9% |
| Participant deferral / active EE | $6,654 | $3,636+83.0% | $4,003+66.2% | $4,350+53.0% |
| Admin fee / account holder | $278 | $890-68.8% | $3,993-93.0% | $1,945-85.7% |