Filed May 13, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $31,376 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,711 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,366 | $46,599+304.2% | $64,101+193.9% | $75,173+150.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.50% | 26.06%-10.6pp | 33.72%-18.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $6,843 | $1,975+246.4% | $2,749+149.0% | $2,671+156.2% |
| Participant deferral / active EE | $9,010 | $2,837+217.6% | $3,881+132.2% | $4,126+118.3% |
| Admin fee / account holder | $249 | $2,956-91.6% | $3,070-91.9% | $5,651-95.6% |