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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $15,482 |
WELLS THOMAS, LLC5 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $14,761 |
Filed as: MORGAN STANLEY Service code 49 | Other Services | $10,106 |
MORGAN STANLEY SMITH BARNEY5 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,292 | $299,959-91.9% | $185,837-86.9% | - |
| Participation rate | 94.9% | 61.2%+33.7pp | 81.7%+13.2pp | - |
| Annual return | 19.46% | 9.80%+9.7pp | 122.08%-102.6pp | - |
| Employer contribution / active EE | $545 | $1,731-68.5% | $5,168-89.4% | - |
| Participant deferral / active EE | $2,169 | $2,385-9.1% | $5,568-61.1% | - |
| Admin fee / account holder | $231 | $47,864-99.5% | $16,241-98.6% | - |