Filed August 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,739 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,729 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,235 | $69,774+35.1% | $67,561+39.5% | $74,429+26.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.38% | -40.53%+51.9pp | 3525.44%-3514.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $6,561 | $2,710+142.1% | $2,735+139.9% | $2,625+149.9% |
| Participant deferral / active EE | $5,274 | $3,636+45.0% | $4,003+31.7% | $4,348+21.3% |
| Admin fee / account holder | $105 | $890-88.2% | $4,006-97.4% | $1,944-94.6% |