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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $26,439 |
Filed as: TEACHERS INS & ANNUITY ASSOC OF AM Service code 15 · EIN 13-1624203 | Recordkeeping | $12,455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,240 | $55,002+16.8% | $59,899+7.2% | $56,289+14.1% |
| Participation rate | 94.1% | 75.9%+18.2pp | 74.7%+19.4pp | 69.9%+24.2pp |
| Annual return | -4.30% | 1.13%-5.4pp | 3.46%-7.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,681 | $2,448+132.1% | $2,723+108.7% | $2,111+169.1% |
| Participant deferral / active EE | $4,186 | $3,121+34.1% | $3,402+23.0% | $3,350+24.9% |
| Admin fee / account holder | $112 | $236-52.3% | $3,592-96.9% | $521-78.4% |