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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,679 | $55,457+18.4% | $77,361-15.1% | $94,015-30.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.29% | 15.57%-5.3pp | 1011.54%-1001.2pp | 17.84%-7.6pp |
| Employer contribution / active EE | $5,233 | $2,255+132.1% | $2,990+75.0% | $2,790+87.5% |
| Participant deferral / active EE | $3,037 | $3,069-1.1% | $3,911-22.3% | $4,249-28.5% |
| Admin fee / account holder | $258 | $4,334-94.0% | $5,894-95.6% | $8,951-97.1% |