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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,212 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,585 | $48,277+164.3% | $67,511+89.0% | $80,874+57.8% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.6%+27.2pp |
| Annual return | 11.88% | 18.27%-6.4pp | 3517.41%-3505.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $5,753 | $2,021+184.6% | $2,733+110.5% | $2,756+108.8% |
| Participant deferral / active EE | $5,698 | $2,926+94.7% | $4,000+42.4% | $4,297+32.6% |
| Admin fee / account holder | $278 | $3,687-92.4% | $3,999-93.0% | $6,935-96.0% |