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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $34,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,692 | $53,412+184.0% | $68,509+121.4% | $52,331+189.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -2.86% | 3.42%-6.3pp | 8.27%-11.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $6,571 | $1,607+308.8% | $2,278+188.5% | $1,882+249.2% |
| Participant deferral / active EE | $7,400 | $2,688+175.3% | $3,382+118.8% | $3,022+144.9% |
| Admin fee / account holder | $13 | $461-97.2% | $5,275-99.8% | $592-97.8% |