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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC3 years Service code 13 · EIN 26-0228640 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $13,608 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $12,878 |
MORGAN STANLEY SMITH BARNEY3 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 | $8,262 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,585 | $52,953-64.9% | $172,739-89.2% | $65,185-71.5% |
| Participation rate | 91.6% | 66.2%+25.4pp | 82.6%+8.9pp | 70.2%+21.4pp |
| Annual return | 2.85% | 30.12%-27.3pp | 802.84%-800.0pp | 29.38%-26.5pp |
| Employer contribution / active EE | $458 | $2,190-79.1% | $5,143-91.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,788 | $2,471-27.6% | $5,198-65.6% | $3,514-49.1% |
| Admin fee / account holder | $198 | $472-58.1% | $13,954-98.6% | $847-76.7% |