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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 2 · JERSEY CITY, NJ 07311 | Other Commissions | $31,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,844 | $70,002-47.4% | $115,038-68.0% | $52,331-29.6% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 0.14% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,074 | $2,715+50.1% | $4,608-11.6% | $1,882+116.5% |
| Participant deferral / active EE | $5,652 | $4,920+14.9% | $6,026-6.2% | $3,022+87.0% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |