Filed June 18, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,759 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,282 |
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 | $95,413 | $67,594+41.2% | $77,361+23.3% | $69,733+36.8% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.0%+23.1pp | 62.5%+35.6pp |
| Annual return | 12.13% | 19.20%-7.1pp | 1011.54%-999.4pp | 15.22%-3.1pp |
| Employer contribution / active EE | $5,586 | $2,649+110.9% | $2,990+86.8% | $2,250+148.2% |
| Participant deferral / active EE | $7,229 | $3,401+112.5% | $3,911+84.8% | $3,054+136.7% |
| Admin fee / account holder | $247 | $1,159-78.7% | $5,894-95.8% | $3,102-92.0% |