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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $10,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,163 |
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 | $32,606 | $76,551-57.4% | $123,894-73.7% | $62,881-48.1% |
| Participation rate | 89.6% | 73.0%+16.6pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 11.09% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,217 | $2,882-57.8% | $4,617-73.6% | $2,281-46.6% |
| Participant deferral / active EE | $5,826 | $4,840+20.4% | $5,984-2.7% | $3,203+81.9% |
| Admin fee / account holder | $11 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |