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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA · JERSEY, NJ 07311 | Other Commissions | $15,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,713 |
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 | $30,478 | $42,582-28.4% | $171,082-82.2% | $57,658-47.1% |
| Participation rate | 96.0% | 63.9%+32.1pp | 76.7%+19.3pp | 70.2%+25.8pp |
| Annual return | 10.53% | 308.67%-298.1pp | 32.56%-22.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,243 | $1,306-4.8% | $4,002-68.9% | $1,974-37.0% |
| Participant deferral / active EE | $8,154 | $2,933+178.0% | $4,797+70.0% | $3,061+166.4% |
| Admin fee / account holder | $7 | $82-92.1% | $8,520-99.9% | $95-93.1% |