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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,330 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,742 |
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 | $180,076 | $47,479+279.3% | $62,929+186.2% | $82,448+118.4% |
| Participation rate | 99.0% | 66.9%+32.1pp | 73.1%+25.9pp | 68.1%+30.9pp |
| Annual return | 15.78% | 20.34%-4.6pp | 1063.93%-1048.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $7,921 | $1,885+320.1% | $2,505+216.3% | $2,551+210.5% |
| Participant deferral / active EE | $6,712 | $2,870+133.8% | $3,888+72.6% | $4,139+62.1% |
| Admin fee / account holder | $250 | $3,804-93.4% | $5,065-95.1% | $7,234-96.5% |