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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,177 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,483 | $44,989-25.6% | $170,435-80.4% | $77,958-57.1% |
| Participation rate | 45.2% | 64.6%-19.4pp | 83.6%-38.4pp | 71.6%-26.5pp |
| Annual return | 18.82% | 19.61%-0.8pp | 205.94%-187.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $237 | $1,466-83.8% | $5,432-95.6% | $2,310-89.7% |
| Participant deferral / active EE | $1,402 | $2,208-36.5% | $4,939-71.6% | $3,537-60.4% |
| Admin fee / account holder | $9 | $69-87.0% | $13,881-99.9% | $97-90.8% |