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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,684 |
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 | $65,205 | $46,966+38.8% | $185,117-64.8% | $69,631-6.4% |
| Participation rate | 97.2% | 65.3%+31.9pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 17.86% | 22.36%-4.5pp | 40.50%-22.6pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,820 | $1,360+107.3% | $4,182-32.6% | $2,032+38.8% |
| Participant deferral / active EE | $6,560 | $3,017+117.4% | $5,045+30.0% | $3,224+103.5% |
| Admin fee / account holder | $16 | $94-82.7% | $8,159-99.8% | $110-85.3% |