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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $446 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $148,831 | $46,732+218.5% | $156,551-4.9% | $55,167+169.8% |
| Participation rate | 87.5% | 65.8%+21.7pp | 84.0%+3.5pp | 69.0%+18.5pp |
| Annual return | 5.99% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,098 | $2,105-0.4% | $5,501-61.9% | $1,963+6.9% |
| Participant deferral / active EE | $5,772 | $2,204+161.9% | $4,871+18.5% | $3,054+89.0% |
| Admin fee / account holder | $1 | $418-99.7% | $13,028-100.0% | $504-99.8% |