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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC4 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $14,169 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $13,194 |
MORGAN STANLEY SMITH BARNEY4 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 | $8,719 |
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 | $20,141 | $58,879-65.8% | $178,490-88.7% | $73,488-72.6% |
| Participation rate | 96.4% | 66.2%+30.1pp | 81.9%+14.4pp | 70.7%+25.7pp |
| Annual return | 8.52% | 24.86%-16.3pp | 151.07%-142.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $519 | $2,236-76.8% | $5,011-89.6% | $2,270-77.1% |
| Participant deferral / active EE | $1,804 | $2,567-29.7% | $5,202-65.3% | $3,740-51.8% |
| Admin fee / account holder | $199 | $400-50.2% | $13,984-98.6% | $513-61.1% |