Filed March 16, 2026
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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 | $91,695+83.8% | $67,575+149.5% | $77,736+116.9% |
| Participation rate | 95.9% | 76.0%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 15.85% | 14.88%+1.0pp | 3528.98%-3513.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $6,506 | $3,189+104.0% | $2,736+137.8% | $2,728+138.5% |
| Participant deferral / active EE | $7,755 | $3,912+98.2% | $4,003+93.7% | $4,651+66.8% |
| Admin fee / account holder | $194 | $245-20.9% | $3,993-95.1% | $433-55.3% |