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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $19,688 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,470 |
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 | $123,843 | $60,989+103.1% | $60,899+103.4% | $66,930+85.0% |
| Participation rate | 77.9% | 74.5%+3.4pp | 73.1%+4.8pp | 69.8%+8.1pp |
| Annual return | -11.50% | -9.60%-1.9pp | 16.92%-28.4pp | 1.57%-13.1pp |
| Employer contribution / active EE | $5,470 | $2,661+105.6% | $2,702+102.4% | $2,545+114.9% |
| Participant deferral / active EE | $5,200 | $3,615+43.8% | $3,817+36.2% | $4,238+22.7% |
| Admin fee / account holder | $172 | $338-49.3% | $3,225-94.7% | $593-71.1% |