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 | $65,084+46.6% | $67,681+41.0% | $64,340+48.3% |
| Participation rate | 98.1% | 66.7%+31.3pp | 73.7%+24.4pp | 55.2%+42.8pp |
| Annual return | 12.13% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.0pp |
| Employer contribution / active EE | $5,586 | $2,398+132.9% | $2,678+108.6% | $1,862+200.1% |
| Participant deferral / active EE | $7,229 | $3,210+125.2% | $3,976+81.8% | $2,980+142.6% |
| Admin fee / account holder | $247 | $1,415-82.6% | $6,100-96.0% | $3,703-93.3% |