Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $170,206 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 28 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $75,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,444 | $69,763+203.1% | $67,502+213.2% | $74,495+183.8% |
| Participation rate | 98.8% | 71.4%+27.4pp | 72.9%+25.9pp | 67.2%+31.6pp |
| Annual return | 13.42% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $13,748 | $2,704+408.5% | $2,731+403.4% | $2,623+424.1% |
| Participant deferral / active EE | $10,324 | $3,636+184.0% | $4,000+158.1% | $4,346+137.6% |
| Admin fee / account holder | $469 | $896-47.6% | $3,998-88.3% | $1,942-75.8% |