Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $29,626 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $29,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,409 | $42,909+287.8% | $60,906+173.2% | $68,486+143.0% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -13.50% | -13.99%+0.5pp | 16.94%-30.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $6,539 | $1,979+230.5% | $2,703+141.9% | $2,597+151.8% |
| Participant deferral / active EE | $9,262 | $2,866+223.1% | $3,814+142.9% | $4,028+130.0% |
| Admin fee / account holder | $267 | $3,104-91.4% | $3,227-91.7% | $5,404-95.1% |