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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $31,621 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,253 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,528 | $42,909+34.1% | $60,906-5.5% | $68,486-16.0% |
| Participation rate | 90.3% | 66.8%+23.6pp | 73.1%+17.2pp | 67.9%+22.4pp |
| Annual return | -11.27% | -13.99%+2.7pp | 16.94%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $2,996 | $1,979+51.4% | $2,703+10.8% | $2,597+15.4% |
| Participant deferral / active EE | $4,650 | $2,866+62.2% | $3,814+21.9% | $4,028+15.4% |
| Admin fee / account holder | $224 | $3,104-92.8% | $3,227-93.1% | $5,404-95.9% |