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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Recordkeeping Fees | $30,000 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,740 | $61,391+117.8% | $149,723-10.7% | $71,529+87.0% |
| Participation rate | 91.9% | 62.5%+29.4pp | 78.8%+13.1pp | 67.9%+24.0pp |
| Annual return | 18.43% | 35.88%-17.4pp | 134.50%-116.1pp | 28.97%-10.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $15,359 | $2,921+425.9% | $5,682+170.3% | $4,291+257.9% |
| Admin fee / account holder | $161 | $1,264-87.3% | $13,215-98.8% | $1,588-89.9% |