Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,851 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $6,250 |
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 | $144,527 | $49,249+193.5% | $70,476+105.1% | $79,852+81.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 69.6%+8.9pp |
| Annual return | 11.42% | 30.09%-18.7pp | 109.12%-97.7pp | 31.72%-20.3pp |
| Employer contribution / active EE | $5,376 | $2,100+155.9% | $2,738+96.3% | $2,471+117.5% |
| Participant deferral / active EE | $5,010 | $2,769+80.9% | $3,710+35.0% | $3,740+33.9% |
| Admin fee / account holder | $111 | $2,878-96.1% | $3,847-97.1% | $5,306-97.9% |