Filed August 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $30,399 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,800 |
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 | $88,934 | $65,582+35.6% | $64,097+38.7% | $71,529+24.3% |
| Participation rate | 98.6% | 73.2%+25.4pp | 72.3%+26.3pp | 67.9%+30.7pp |
| Annual return | 14.84% | 18.96%-4.1pp | 33.75%-18.9pp | 28.97%-14.1pp |
| Employer contribution / active EE | $6,161 | $2,671+130.7% | $2,750+124.0% | $2,590+137.9% |
| Participant deferral / active EE | $4,748 | $3,628+30.9% | $3,881+22.3% | $4,291+10.6% |
| Admin fee / account holder | $93 | $616-84.9% | $3,070-97.0% | $1,588-94.1% |