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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,505 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,061 | $42,909+147.2% | $60,906+74.1% | $68,486+54.9% |
| Participation rate | 81.0% | 66.8%+14.2pp | 73.1%+7.9pp | 67.9%+13.1pp |
| Annual return | -12.60% | -13.99%+1.4pp | 16.94%-29.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,180 | $1,979+161.8% | $2,703+91.6% | $2,597+99.5% |
| Participant deferral / active EE | $6,274 | $2,866+118.9% | $3,814+64.5% | $4,028+55.8% |
| Admin fee / account holder | $251 | $3,104-91.9% | $3,227-92.2% | $5,404-95.4% |