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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $37,530 | $55,182-32.0% | $73,309-48.8% | $55,191-32.0% |
| Participation rate | 85.9% | 73.9%+12.0pp | 74.9%+11.0pp | 69.2%+16.8pp |
| Annual return | 3.68% | 8.55%-4.9pp | 5.67%-2.0pp | 10.78%-7.1pp |
| Employer contribution / active EE | $837 | $1,935-56.8% | $3,237-74.2% | $1,899-55.9% |
| Participant deferral / active EE | $8,161 | $4,641+75.8% | $4,991+63.5% | $3,046+167.9% |
| Admin fee / account holder | $3 | $68-96.0% | $5,635-100.0% | $91-96.9% |