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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $12,500 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,440 |
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 | $119,492 | $43,338+175.7% | $59,887+99.5% | $64,173+86.2% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | -2.97% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $6,258 | $2,030+208.3% | $2,722+129.9% | $2,381+162.8% |
| Participant deferral / active EE | $5,647 | $2,547+121.7% | $3,402+66.0% | $3,470+62.7% |
| Admin fee / account holder | $137 | $3,007-95.4% | $3,591-96.2% | $4,887-97.2% |