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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC7 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $18,692 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $13,328 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $8,387 |
MORGAN STANLEY SMITH BARNEY7 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 | $19,502 | $61,272-68.2% | $149,673-87.0% | $71,457-72.7% |
| Participation rate | 80.0% | 62.5%+17.5pp | 78.8%+1.2pp | 67.9%+12.1pp |
| Annual return | 13.01% | 35.85%-22.8pp | 134.42%-121.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $543 | $2,378-77.2% | $4,818-88.7% | $2,588-79.0% |
| Participant deferral / active EE | $1,879 | $2,917-35.6% | $5,680-66.9% | $4,289-56.2% |
| Admin fee / account holder | $197 | $1,261-84.4% | $13,210-98.5% | $1,587-87.6% |