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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,615 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,432 |
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 | $148,286 | $69,708+112.7% | $67,560+119.5% | $74,478+99.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.68% | -40.67%+53.3pp | 3533.50%-3520.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $6,941 | $2,715+155.7% | $2,737+153.6% | $2,626+164.3% |
| Participant deferral / active EE | $6,062 | $3,637+66.7% | $4,004+51.4% | $4,350+39.3% |
| Admin fee / account holder | $107 | $887-88.0% | $3,994-97.3% | $1,946-94.5% |