Filed August 5, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS, I Service code 26 · EIN 20-8764829 | Advisory (Participants) | $44,800 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,150 |
WEST RHODE & ROBERTS4 years Service code 10 · EIN 33-0783983 | Accounting | $13,126 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $290 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,577 | $91,621+84.0% | $67,511+149.7% | $77,671+117.0% |
| Participation rate | 95.9% | 76.0%+20.0pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 15.85% | 14.87%+1.0pp | 3517.41%-3501.6pp | 31.21%-15.4pp |
| Employer contribution / active EE | $6,506 | $3,184+104.4% | $2,733+138.1% | $2,726+138.6% |
| Participant deferral / active EE | $7,755 | $3,906+98.5% | $4,000+93.9% | $4,648+66.9% |
| Admin fee / account holder | $194 | $176+9.9% | $3,999-95.2% | $430-55.0% |