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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,134 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,687 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $157,892 | $89,739+75.9% | $149,721+5.5% | $62,293+153.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.89% | 21.01%-7.1pp | 1501.67%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $7,229 | $3,233+123.6% | $5,444+32.8% | $2,042+254.0% |
| Participant deferral / active EE | $5,325 | $4,797+11.0% | $6,568-18.9% | $3,169+68.0% |
| Admin fee / account holder | $167 | $551-69.8% | $11,282-98.5% | $479-65.2% |