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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,219 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,285 | $155,795-49.1% | $136,298-41.8% | $69,631+13.9% |
| Participation rate | 91.3% | 75.2%+16.0pp | 81.9%+9.4pp | 70.7%+20.6pp |
| Annual return | 21.80% | 232464.33%-232442.5pp | 5156.27%-5134.5pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $5,203 | $2,991+74.0% | $4,696+10.8% | $2,032+156.1% |
| Participant deferral / active EE | $7,209 | $5,394+33.7% | $6,247+15.4% | $3,224+123.6% |
| Admin fee / account holder | $3 | $128-97.7% | $9,244-100.0% | $110-97.3% |