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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC6 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $15,086 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $14,736 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $10,387 |
MORGAN STANLEY SMITH BARNEY6 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,906 | $65,061-77.1% | $143,757-89.6% | $66,914-77.7% |
| Participation rate | 90.0% | 65.2%+24.8pp | 80.3%+9.7pp | 69.8%+20.2pp |
| Annual return | -18.40% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $505 | $2,361-78.6% | $4,951-89.8% | $2,544-80.2% |
| Participant deferral / active EE | $1,901 | $2,919-34.9% | $5,637-66.3% | $4,237-55.1% |
| Admin fee / account holder | $205 | $502-59.2% | $14,673-98.6% | $593-65.4% |