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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $22,759 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,204 | $48,314+24.6% | $67,561-10.9% | $80,925-25.6% |
| Participation rate | 89.5% | 66.4%+23.1pp | 72.9%+16.6pp | 67.7%+21.8pp |
| Annual return | 17.43% | 18.28%-0.8pp | 3525.44%-3508.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $3,374 | $2,022+66.9% | $2,735+23.4% | $2,756+22.4% |
| Participant deferral / active EE | $5,601 | $2,927+91.4% | $4,003+39.9% | $4,299+30.3% |
| Admin fee / account holder | $194 | $3,690-94.7% | $4,006-95.2% | $6,940-97.2% |