Filed June 18, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,864 | $65,582+11.1% | $64,101+13.7% | $71,511+1.9% |
| Participation rate | 97.8% | 73.2%+24.6pp | 72.3%+25.5pp | 67.9%+29.9pp |
| Annual return | 12.49% | 18.96%-6.5pp | 33.72%-21.2pp | 28.86%-16.4pp |
| Employer contribution / active EE | $5,322 | $2,671+99.3% | $2,749+93.6% | $2,589+105.5% |
| Participant deferral / active EE | $6,667 | $3,628+83.8% | $3,881+71.8% | $4,291+55.4% |
| Admin fee / account holder | $213 | $616-65.5% | $3,070-93.1% | $1,588-86.6% |