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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 | $45,343-46.2% | $150,298-83.8% | $67,986-64.1% |
| Participation rate | 57.6% | 51.9%+5.7pp | 77.8%-20.2pp | 57.2%+0.4pp |
| Annual return | 13.17% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $436 | $1,462-70.2% | $4,154-89.5% | $2,019-78.4% |
| Participant deferral / active EE | $1,443 | $2,055-29.8% | $5,453-73.5% | $3,358-57.0% |
| Admin fee / account holder | $233 | $2,250-89.6% | $14,116-98.4% | $3,203-92.7% |