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 |
|---|---|---|
Filed as: TEACHERS INS & ANNUITY ASSOC OF AM Service code 15 · EIN 13-1624203 | Recordkeeping | $36,106 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $33,204 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $16,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,568 | $74,706+30.6% | $75,717+28.9% | $79,393+22.9% |
| Participation rate | 93.1% | 75.3%+17.8pp | 74.8%+18.3pp | 70.7%+22.4pp |
| Annual return | 13.57% | 18.52%-5.0pp | 104.58%-91.0pp | 116.87%-103.3pp |
| Employer contribution / active EE | $5,464 | $2,590+111.0% | $2,743+99.2% | $2,428+125.1% |
| Participant deferral / active EE | $5,865 | $3,533+66.0% | $3,821+53.5% | $4,046+45.0% |
| Admin fee / account holder | $217 | $374-42.1% | $3,619-94.0% | $627-65.4% |