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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $62,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,344 |
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 | $78,289 | $71,666+9.2% | $117,861-33.6% | $69,631+12.4% |
| Participation rate | 90.3% | 77.5%+12.8pp | 79.7%+10.7pp | 70.7%+19.6pp |
| Annual return | 16.60% | 18.86%-2.3pp | 335.11%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,378 | $1,889-27.0% | $3,786-63.6% | $2,032-32.2% |
| Participant deferral / active EE | $4,014 | $3,340+20.2% | $4,482-10.4% | $3,224+24.5% |
| Admin fee / account holder | $30 | $120-74.7% | $8,021-99.6% | $110-72.4% |