Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,433 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,197 | $48,337+343.1% | $67,560+217.0% | $80,959+164.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.97% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $7,118 | $2,023+251.9% | $2,737+160.1% | $2,757+158.2% |
| Participant deferral / active EE | $9,827 | $2,928+235.6% | $4,004+145.4% | $4,300+128.5% |
| Admin fee / account holder | $255 | $3,695-93.1% | $3,994-93.6% | $6,925-96.3% |