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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,559 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,797 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,679 | $50,554+29.9% | $67,681-3.0% | $87,485-24.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.29% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $5,233 | $1,988+163.1% | $2,678+95.4% | $2,596+101.5% |
| Participant deferral / active EE | $3,037 | $2,961+2.6% | $3,976-23.6% | $4,274-28.9% |
| Admin fee / account holder | $258 | $4,132-93.7% | $6,100-95.8% | $7,775-96.7% |