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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 | $50,554+256.2% | $67,681+166.1% | $87,485+105.8% |
| Participation rate | 99.0% | 67.7%+31.2pp | 73.7%+25.2pp | 68.9%+30.0pp |
| Annual return | 15.78% | 17.81%-2.0pp | 590.58%-574.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $7,921 | $1,988+298.4% | $2,678+195.8% | $2,596+205.1% |
| Participant deferral / active EE | $6,712 | $2,961+126.6% | $3,976+68.8% | $4,274+57.0% |
| Admin fee / account holder | $250 | $4,132-93.9% | $6,100-95.9% | $7,775-96.8% |