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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,128 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,249 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,085 |
Service code 16 · EIN 26-1233837 | Consulting | $2,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,952 | $46,596+138.1% | $64,099+73.1% | $75,181+47.6% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 14.17% | 26.04%-11.9pp | 33.70%-19.5pp | 160.69%-146.5pp |
| Employer contribution / active EE | $5,378 | $1,975+172.3% | $2,748+95.7% | $2,671+101.4% |
| Participant deferral / active EE | $6,165 | $2,837+117.3% | $3,881+58.8% | $4,126+49.4% |
| Admin fee / account holder | $279 | $2,954-90.6% | $3,070-90.9% | $5,650-95.1% |