Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,380 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,099 |
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 | $113,229 | $49,249+129.9% | $70,476+60.7% | $79,852+41.8% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.0pp | 69.6%+22.5pp |
| Annual return | 35.78% | 30.09%+5.7pp | 109.12%-73.3pp | 31.72%+4.1pp |
| Employer contribution / active EE | $5,211 | $2,100+148.1% | $2,738+90.3% | $2,471+110.9% |
| Participant deferral / active EE | $5,610 | $2,769+102.6% | $3,710+51.2% | $3,740+50.0% |
| Admin fee / account holder | $146 | $2,878-94.9% | $3,847-96.2% | $5,306-97.3% |