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 BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 AMIR MARTIN · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $24,775 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,317 | $55,002+11.5% | $59,878+2.4% | $56,287+8.9% |
| Participation rate | 62.0% | 75.9%-13.9pp | 74.7%-12.7pp | 69.9%-7.8pp |
| Annual return | 10.02% | 1.13%+8.9pp | 3.46%+6.6pp | -9.96%+20.0pp |
| Employer contribution / active EE | $2,162 | $2,448-11.7% | $2,722-20.6% | $2,111+2.4% |
| Participant deferral / active EE | $2,886 | $3,121-7.5% | $3,402-15.2% | $3,350-13.8% |
| Admin fee / account holder | $143 | $236-39.4% | $3,590-96.0% | $521-72.6% |