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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
MORGAN STANLEY SMITH BARNEY2+ 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.
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 | $28,829 | $63,905-54.9% | $74,184-61.1% | $57,658-50.0% |
| Participation rate | 99.3% | 79.8%+19.6pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 7.29% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $551 | $1,840-70.1% | $2,370-76.8% | $1,974-72.1% |
| Participant deferral / active EE | $1,418 | $3,448-58.9% | $3,550-60.1% | $3,061-53.7% |
| Admin fee / account holder | $1 | $91-98.6% | $5,586-100.0% | $95-98.7% |