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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $6,916 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Employer 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 | $31,011 | $53,412-41.9% | $68,509-54.7% | $52,331-40.7% |
| Participation rate | 89.6% | 71.7%+17.9pp | 74.7%+14.9pp | 68.1%+21.5pp |
| Annual return | 1.44% | 3.42%-2.0pp | 8.27%-6.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,381 | $2,688-48.6% | $3,382-59.2% | $3,022-54.3% |
| Admin fee / account holder | $51 | $461-88.9% | $5,275-99.0% | $592-91.3% |