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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $455 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement 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 | $127,732 | $46,360+175.5% | $147,617-13.5% | $52,331+144.1% |
| Participation rate | 92.8% | 64.9%+27.9pp | 84.6%+8.2pp | 68.1%+24.7pp |
| Annual return | -0.76% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,996 | $2,126-6.1% | $5,564-64.1% | $1,882+6.1% |
| Participant deferral / active EE | $5,338 | $2,258+136.4% | $4,895+9.0% | $3,022+76.6% |
| Admin fee / account holder | $2 | $766-99.8% | $11,612-100.0% | $592-99.7% |