Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,240 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $19,875 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,404 | $48,011+390.3% | $63,803+269.0% | $82,637+184.9% |
| Participation rate | 97.9% | 66.6%+31.3pp | 72.7%+25.2pp | 68.1%+29.9pp |
| Annual return | 14.96% | 19.84%-4.9pp | 543.72%-528.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $7,240 | $1,904+280.3% | $2,532+185.9% | $2,552+183.7% |
| Participant deferral / active EE | $10,279 | $2,846+261.1% | $3,843+167.5% | $4,126+149.1% |
| Admin fee / account holder | $215 | $3,873-94.4% | $5,196-95.9% | $7,339-97.1% |