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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 | $8,872 |
Service code 37 · EIN 04-2647786 | Loan Processing | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $92,321 | $56,197+64.3% | $67,652+36.5% | $59,633+54.8% |
| Participation rate | 24.7% | 71.5%-46.7pp | 75.7%-50.9pp | 68.7%-43.9pp |
| Annual return | 0.26% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,783 | $2,844-2.1% | $3,560-21.8% | $3,192-12.8% |
| Admin fee / account holder | $4 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |