Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $13,790 |
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Advisory (Participants) | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,888 | $49,255+281.5% | $70,494+166.5% | $79,856+135.3% |
| Participation rate | 98.8% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 14.90% | 30.10%-15.2pp | 109.16%-94.3pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,229 | $2,100+53.7% | $2,738+17.9% | $2,471+30.6% |
| Participant deferral / active EE | $5,091 | $2,768+83.9% | $3,711+37.2% | $3,741+36.1% |
| Admin fee / account holder | $101 | $2,879-96.5% | $3,848-97.4% | $5,306-98.1% |