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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 | $42,917+147.1% | $60,899+74.2% | $68,495+54.8% |
| Participation rate | 81.0% | 66.8%+14.2pp | 73.1%+7.9pp | 67.9%+13.1pp |
| Annual return | -12.60% | -13.99%+1.4pp | 16.92%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,180 | $1,979+161.8% | $2,702+91.7% | $2,596+99.5% |
| Participant deferral / active EE | $6,274 | $2,867+118.9% | $3,817+64.4% | $4,028+55.8% |
| Admin fee / account holder | $251 | $3,102-91.9% | $3,225-92.2% | $5,403-95.4% |