Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $398,209 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $29,614 |
Filed as: CAP FINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,108 |
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 | $143,376 | $52,626+172.4% | $98,508+45.5% | $93,010+54.2% |
| Participation rate | 96.4% | 65.3%+31.0pp | 73.3%+23.0pp | 73.9%+22.5pp |
| Annual return | 13.57% | 16.95%-3.4pp | 1495.22%-1481.7pp | 158.70%-145.1pp |
| Employer contribution / active EE | $10,846 | $1,894+472.8% | $2,961+266.3% | $2,705+300.9% |
| Participant deferral / active EE | $8,312 | $2,907+185.9% | $4,276+94.4% | $4,561+82.2% |
| Admin fee / account holder | $35 | $102-65.7% | $5,956-99.4% | $152-76.9% |