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 BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $34,808 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,457 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,827 | $74,706+10.9% | $75,717+9.4% | $79,393+4.3% |
| Participation rate | 80.6% | 75.3%+5.2pp | 74.8%+5.7pp | 70.7%+9.9pp |
| Annual return | 26.70% | 18.52%+8.2pp | 104.58%-77.9pp | 116.87%-90.2pp |
| Employer contribution / active EE | $3,240 | $2,590+25.1% | $2,743+18.1% | $2,428+33.5% |
| Participant deferral / active EE | $4,834 | $3,533+36.8% | $3,821+26.5% | $4,046+19.5% |
| Admin fee / account holder | $230 | $374-38.6% | $3,619-93.6% | $627-63.3% |