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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $16,953 |
WELLS THOMAS, LLC9 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $16,022 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $10,658 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $46,688-47.8% | $189,758-87.2% | $69,733-65.0% |
| Participation rate | 57.6% | 61.7%-4.1pp | 79.8%-22.2pp | 62.5%-4.9pp |
| Annual return | 13.17% | 14.35%-1.2pp | 52.62%-39.4pp | 15.22%-2.0pp |
| Employer contribution / active EE | $436 | $1,695-74.3% | $4,767-90.8% | $2,250-80.6% |
| Participant deferral / active EE | $1,443 | $2,143-32.7% | $5,856-75.4% | $3,054-52.8% |
| Admin fee / account holder | $233 | $1,700-86.3% | $20,388-98.9% | $3,102-92.5% |