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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $14,828 |
WELLS THOMAS, LLC8 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $12,820 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $9,496 |
MORGAN STANLEY SMITH BARNEY8 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,734 | $55,446-60.8% | $155,574-86.0% | $74,429-70.8% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 22.36% | 269.20%-246.8pp | 64.87%-42.5pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $470 | $2,266-79.3% | $4,676-89.9% | $2,625-82.1% |
| Participant deferral / active EE | $1,578 | $2,836-44.3% | $5,629-72.0% | $4,348-63.7% |
| Admin fee / account holder | $195 | $1,743-88.8% | $15,914-98.8% | $1,944-90.0% |