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 BARNEY8 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $34,904 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,204 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,266 | $69,763+20.8% | $67,502+24.8% | $74,495+13.1% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 14.92% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,946 | $2,704+82.9% | $2,731+81.1% | $2,623+88.6% |
| Participant deferral / active EE | $6,616 | $3,636+82.0% | $4,000+65.4% | $4,346+52.2% |
| Admin fee / account holder | $202 | $896-77.5% | $3,998-95.0% | $1,942-89.6% |