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 | $64,705+47.5% | $62,929+51.6% | $67,986+40.3% |
| Participation rate | 98.1% | 65.6%+32.5pp | 73.1%+25.0pp | 57.2%+40.9pp |
| Annual return | 12.13% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $5,586 | $2,376+135.1% | $2,505+123.0% | $2,019+176.7% |
| Participant deferral / active EE | $7,229 | $3,198+126.1% | $3,888+85.9% | $3,358+115.3% |
| Admin fee / account holder | $247 | $1,428-82.7% | $5,065-95.1% | $3,203-92.3% |