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 BARNEY9 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,759 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,282 |
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 | $95,413 | $67,984+40.3% | $65,493+45.7% | $74,304+28.4% |
| Participation rate | 98.1% | 66.3%+31.8pp | 73.1%+25.0pp | 60.3%+37.7pp |
| Annual return | 12.13% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $5,586 | $2,491+124.2% | $2,574+117.0% | $2,241+149.2% |
| Participant deferral / active EE | $7,229 | $3,346+116.0% | $3,961+82.5% | $3,767+91.9% |
| Admin fee / account holder | $247 | $1,373-82.0% | $5,028-95.1% | $2,969-91.7% |