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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 | $36,048 |
Service code 55 · EIN 13-3749682 | Other Commissions | $12,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,995 |
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 | $129,960 | $56,640+129.5% | $78,002+66.6% | $55,167+135.6% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.9pp | 69.0%+30.4pp |
| Annual return | 18.88% | 2868.48%-2849.6pp | 425.99%-407.1pp | 169.23%-150.4pp |
| Employer contribution / active EE | $5,280 | $1,724+206.4% | $2,470+113.8% | $1,963+169.1% |
| Participant deferral / active EE | $6,099 | $2,778+119.6% | $3,497+74.4% | $3,054+99.7% |
| Admin fee / account holder | $14 | $467-97.0% | $5,481-99.7% | $504-97.2% |