Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC3 years Filed as: WELLS THOMAS LLC Service code 49 | Other Services | $2,906 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $57 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,664 | $55,437-10.4% | $155,534-68.1% | $74,459-33.3% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+9.9pp | 67.2%+20.9pp |
| Annual return | 14.37% | 269.58%-255.2pp | 64.92%-50.6pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $2,454 | $2,266+8.3% | $4,675-47.5% | $2,626-6.5% |
| Participant deferral / active EE | $5,037 | $2,837+77.5% | $5,630-10.5% | $4,350+15.8% |
| Admin fee / account holder | $44 | $1,742-97.5% | $15,900-99.7% | $1,945-97.8% |