Filed August 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $29,853 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $15,040 |
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 | $98,461 | $74,706+31.8% | $75,714+30.0% | $79,391+24.0% |
| Participation rate | 70.4% | 75.3%-4.9pp | 74.8%-4.4pp | 70.7%-0.3pp |
| Annual return | 12.68% | 18.52%-5.8pp | 104.62%-91.9pp | 116.88%-104.2pp |
| Employer contribution / active EE | $4,193 | $2,590+61.9% | $2,744+52.8% | $2,428+72.7% |
| Participant deferral / active EE | $3,454 | $3,533-2.2% | $3,820-9.6% | $4,046-14.6% |
| Admin fee / account holder | $128 | $374-65.7% | $3,619-96.4% | $627-79.5% |