Filed May 13, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,240 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $19,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,404 | $50,554+365.7% | $67,681+247.8% | $87,485+169.1% |
| Participation rate | 97.9% | 67.7%+30.2pp | 73.7%+24.2pp | 68.9%+29.0pp |
| Annual return | 14.96% | 17.81%-2.9pp | 590.58%-575.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $7,240 | $1,988+264.1% | $2,678+170.3% | $2,596+178.9% |
| Participant deferral / active EE | $10,279 | $2,961+247.1% | $3,976+158.6% | $4,274+140.5% |
| Admin fee / account holder | $215 | $4,132-94.8% | $6,100-96.5% | $7,775-97.2% |