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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,625 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $84,118 | $64,909+29.6% | $82,312+2.2% | $62,293+35.0% |
| Participation rate | 84.4% | 74.9%+9.5pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 14.94% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,307 | $1,676+37.6% | $2,428-5.0% | $2,042+12.9% |
| Participant deferral / active EE | $5,039 | $3,103+62.4% | $3,706+36.0% | $3,169+59.0% |
| Admin fee / account holder | $83 | $440-81.1% | $5,608-98.5% | $479-82.7% |