Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $359,284 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $8,021 |
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 | $125,857 | $47,634+164.2% | $90,468+39.1% | $90,274+39.4% |
| Participation rate | 97.8% | 67.5%+30.4pp | 72.7%+25.1pp | 73.4%+24.5pp |
| Annual return | 13.65% | 19.61%-6.0pp | 1294.94%-1281.3pp | 53.97%-40.3pp |
| Employer contribution / active EE | $10,843 | $1,749+520.0% | $3,264+232.2% | $2,523+329.7% |
| Participant deferral / active EE | $7,885 | $2,824+179.2% | $3,964+98.9% | $4,231+86.4% |
| Admin fee / account holder | $28 | $106-73.4% | $5,614-99.5% | $114-75.3% |