Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $933 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,689 | $54,320-49.0% | $67,652-59.1% | $52,331-47.1% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.7%+22.3pp | 68.1%+29.9pp |
| Annual return | -0.54% | 6.81%-7.4pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $34 | $1,544-97.8% | $2,266-98.5% | $1,882-98.2% |
| Participant deferral / active EE | $988 | $2,950-66.5% | $3,560-72.2% | $3,022-67.3% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |