Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $16,953 |
WELLS THOMAS, LLC9 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $16,022 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $10,658 |
MORGAN STANLEY SMITH BARNEY9 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $41,016-40.6% | $152,093-84.0% | $64,097-62.0% |
| Participation rate | 57.6% | 51.3%+6.2pp | 77.8%-20.2pp | 55.2%+2.4pp |
| Annual return | 13.17% | 39.60%-26.4pp | 66.36%-53.2pp | 34.64%-21.5pp |
| Employer contribution / active EE | $436 | $1,342-67.5% | $4,175-89.6% | $1,891-76.9% |
| Participant deferral / active EE | $1,443 | $1,927-25.1% | $5,451-73.5% | $3,080-53.2% |
| Admin fee / account holder | $233 | $2,305-89.9% | $14,497-98.4% | $3,454-93.3% |