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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $11,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $681 |
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 | $30,256 | $72,177-58.1% | $115,037-73.7% | $59,633-49.3% |
| Participation rate | 80.7% | 72.6%+8.1pp | 81.4%-0.7pp | 68.7%+12.0pp |
| Annual return | -0.99% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $818 | $2,841-71.2% | $4,608-82.3% | $2,203-62.9% |
| Participant deferral / active EE | $3,582 | $4,783-25.1% | $6,026-40.6% | $3,192+12.2% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |