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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $26,948 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,564 | $59,332+44.2% | $90,223-5.2% | $59,633+43.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | 0.39% | 3.25%-2.9pp | 1.31%-0.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $6,372 | $3,031+110.3% | $4,378+45.5% | $2,203+189.3% |
| Participant deferral / active EE | $5,328 | $4,369+22.0% | $5,792-8.0% | $3,192+66.9% |
| Admin fee / account holder | $17 | $5,032-99.7% | $7,406-99.8% | $4,297-99.6% |