Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $5,431 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $2,065 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $96,592 | $41,256+134.1% | $86,593+11.5% | $77,958+23.9% |
| Participation rate | 90.8% | 63.0%+27.8pp | 73.5%+17.3pp | 71.6%+19.2pp |
| Annual return | 15.47% | 17.67%-2.2pp | 965.08%-949.6pp | 20.87%-5.4pp |
| Employer contribution / active EE | $8,877 | $1,613+450.5% | $2,840+212.6% | $2,310+284.2% |
| Participant deferral / active EE | $6,701 | $2,332+187.3% | $3,609+85.7% | $3,537+89.5% |
| Admin fee / account holder | $1 | $71-99.2% | $4,904-100.0% | $97-99.4% |