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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $4,836 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $47,562 | $48,313-1.6% | $73,309-35.1% | $52,331-9.1% |
| Participation rate | 88.2% | 68.6%+19.7pp | 74.9%+13.3pp | 68.1%+20.1pp |
| Annual return | -0.22% | 3.85%-4.1pp | 5.67%-5.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,322 | $1,661+100.0% | $3,237+2.6% | $1,882+76.5% |
| Participant deferral / active EE | $3,770 | $4,189-10.0% | $4,991-24.5% | $3,022+24.7% |
| Admin fee / account holder | $1 | $404-99.8% | $5,635-100.0% | $592-99.8% |