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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $16,614 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | 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 | $40,281 | $80,177-49.8% | $123,894-67.5% | $57,658-30.1% |
| Participation rate | 97.0% | 74.4%+22.5pp | 81.4%+15.5pp | 70.2%+26.7pp |
| Annual return | 33.09% | 17.90%+15.2pp | 47.52%-14.4pp | 5.13%+28.0pp |
| Employer contribution / active EE | $3,323 | $2,913+14.1% | $4,617-28.0% | $1,974+68.3% |
| Participant deferral / active EE | $6,007 | $5,130+17.1% | $5,984+0.4% | $3,061+96.3% |
| Admin fee / account holder | $31 | $106-71.3% | $8,357-99.6% | $95-67.7% |