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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $61,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,212 | $65,592+14.7% | $90,161-16.6% | $69,631+8.0% |
| Participation rate | 96.4% | 77.6%+18.8pp | 76.9%+19.5pp | 70.7%+25.7pp |
| Annual return | 19.24% | 57.10%-37.9pp | 34.89%-15.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,632 | $2,193-25.6% | $3,318-50.8% | $2,032-19.7% |
| Participant deferral / active EE | $7,300 | $5,257+38.9% | $5,287+38.1% | $3,224+126.4% |
| Admin fee / account holder | $84 | $86-2.4% | $5,943-98.6% | $110-24.3% |