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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,024 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,230 | $55,457+21.2% | $77,361-13.1% | $94,015-28.5% |
| Participation rate | 90.9% | 69.8%+21.1pp | 75.0%+15.9pp | 70.8%+20.1pp |
| Annual return | 11.81% | 15.57%-3.8pp | 1011.54%-999.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $3,145 | $2,255+39.5% | $2,990+5.2% | $2,790+12.7% |
| Participant deferral / active EE | $6,068 | $3,069+97.7% | $3,911+55.2% | $4,249+42.8% |
| Admin fee / account holder | $213 | $4,334-95.1% | $5,894-96.4% | $8,951-97.6% |