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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $18,750 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,467 |
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 | $133,866 | $45,079+197.0% | $69,461+92.7% | $72,983+83.4% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.3pp | 69.5%+23.5pp |
| Annual return | 15.74% | 22.65%-6.9pp | 28.97%-13.2pp | 81.01%-65.3pp |
| Employer contribution / active EE | $5,841 | $2,055+184.3% | $2,779+110.2% | $2,440+139.4% |
| Participant deferral / active EE | $5,437 | $2,603+108.9% | $3,536+53.8% | $3,608+50.7% |
| Admin fee / account holder | $176 | $3,056-94.2% | $3,840-95.4% | $5,124-96.6% |