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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 | $48,011+40.0% | $63,803+5.4% | $82,637-18.6% |
| Participation rate | 90.9% | 66.6%+24.3pp | 72.7%+18.2pp | 68.1%+22.9pp |
| Annual return | 11.81% | 19.84%-8.0pp | 543.72%-531.9pp | 53.51%-41.7pp |
| Employer contribution / active EE | $3,145 | $1,904+65.2% | $2,532+24.2% | $2,552+23.3% |
| Participant deferral / active EE | $6,068 | $2,846+113.2% | $3,843+57.9% | $4,126+47.1% |
| Admin fee / account holder | $213 | $3,873-94.5% | $5,196-95.9% | $7,339-97.1% |