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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $13,341 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Employer contribution per participant 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 | $45,815 | $71,192-35.6% | $117,861-61.1% | $62,293-26.5% |
| Participation rate | 76.0% | 74.2%+1.7pp | 79.7%-3.7pp | 69.5%+6.4pp |
| Annual return | 16.94% | 18.66%-1.7pp | 335.11%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,257 | $3,189-29.2% | $4,482-49.6% | $3,169-28.8% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-99.9% |