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 BARNEY7 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Participants) | $43,791 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $17,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,864 | $65,557+11.1% | $64,056+13.8% | $71,457+2.0% |
| Participation rate | 97.8% | 73.2%+24.6pp | 72.3%+25.5pp | 67.9%+29.9pp |
| Annual return | 12.49% | 18.94%-6.4pp | 33.69%-21.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $5,322 | $2,669+99.4% | $2,747+93.8% | $2,588+105.7% |
| Participant deferral / active EE | $6,667 | $3,626+83.9% | $3,880+71.8% | $4,289+55.4% |
| Admin fee / account holder | $213 | $616-65.5% | $3,068-93.1% | $1,587-86.6% |