Filed August 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $28,708 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $8,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,421 | $60,989+31.9% | $60,919+32.0% | $66,949+20.1% |
| Participation rate | 69.4% | 74.5%-5.0pp | 73.1%-3.7pp | 69.8%-0.4pp |
| Annual return | -12.71% | -9.60%-3.1pp | 16.96%-29.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $4,184 | $2,661+57.3% | $2,704+54.8% | $2,545+64.4% |
| Participant deferral / active EE | $3,501 | $3,615-3.1% | $3,814-8.2% | $4,239-17.4% |
| Admin fee / account holder | $99 | $338-70.8% | $3,228-96.9% | $594-83.4% |