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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $12,468 |
WELLS THOMAS, LLC2 years Service code 13 · EIN 26-0228640 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $11,034 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $8,230 |
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 | $18,429 | $47,977-61.6% | $154,108-88.0% | $56,289-67.3% |
| Participation rate | 90.9% | 66.2%+24.7pp | 83.0%+7.9pp | 69.9%+21.1pp |
| Annual return | 10.00% | 3.54%+6.5pp | 735.21%-725.2pp | -9.96%+20.0pp |
| Employer contribution / active EE | $481 | $2,169-77.8% | $5,298-90.9% | $2,111-77.2% |
| Participant deferral / active EE | $1,482 | $2,392-38.0% | $5,081-70.8% | $3,350-55.8% |
| Admin fee / account holder | $175 | $438-60.0% | $13,411-98.7% | $521-66.3% |