Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $31,407 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $28,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,190 | $53,837+271.8% | $75,714+164.4% | $85,847+133.2% |
| Participation rate | 97.8% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.5pp |
| Annual return | 13.53% | 24.54%-11.0pp | 104.62%-91.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $6,572 | $2,017+225.8% | $2,744+139.6% | $2,565+156.2% |
| Participant deferral / active EE | $10,298 | $2,895+255.7% | $3,820+169.6% | $3,952+160.6% |
| Admin fee / account holder | $281 | $3,339-91.6% | $3,619-92.2% | $6,261-95.5% |