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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $138 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,125 | $42,772-78.7% | $87,502-89.6% | $55,167-83.5% |
| Participation rate | 58.9% | 66.5%-7.5pp | 73.8%-14.9pp | 69.0%-10.0pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,318 | $1,277+3.2% | $2,550-48.3% | $1,963-32.9% |
| Participant deferral / active EE | $2,989 | $2,342+27.6% | $3,149-5.1% | $3,054-2.1% |
| Admin fee / account holder | $1 | $461-99.8% | $4,221-100.0% | $504-99.8% |