Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $10,382 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLZ FL 12 · NEW YORK, CT 100041901 | Other Services | $7,130 |
WELLS THOMAS, LLC1 year Service code 13 · EIN 26-0228640 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $6,401 |
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 | $17,631 | $55,453-68.2% | $170,435-89.7% | $62,293-71.7% |
| Participation rate | 89.6% | 66.4%+23.2pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | 14.61% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $466 | $2,164-78.5% | $5,432-91.4% | $2,042-77.2% |
| Participant deferral / active EE | $1,285 | $2,303-44.2% | $4,939-74.0% | $3,169-59.4% |
| Admin fee / account holder | $125 | $455-72.6% | $13,881-99.1% | $479-74.0% |