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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 | $48,314+164.1% | $67,561+88.8% | $80,925+57.7% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.7%+27.1pp |
| Annual return | 11.88% | 18.28%-6.4pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $5,753 | $2,022+184.5% | $2,735+110.4% | $2,756+108.7% |
| Participant deferral / active EE | $5,698 | $2,927+94.7% | $4,003+42.3% | $4,299+32.6% |
| Admin fee / account holder | $278 | $3,690-92.5% | $4,006-93.0% | $6,940-96.0% |