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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 800 EAST 96 ST SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $64,941 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $61,736 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 11 · EIN 38-2383171 | Actuarial | $41,895 |
SHEET METAL CONTROL BOARD2+ years Filed as: SHEET METAL WORKERS L 33 FRINGE BEN Service code 13 · EIN 34-1398805 | Contract Administrator | $15,662 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 | Legal | $13,560 |
TRAMER SHORE & ZWICK2+ years Service code 10 · EIN 34-1595557 | Accounting | $6,783 |
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 | $22,813 | $54,392-58.1% | $84,753-73.1% | $63,975-64.3% |
| Participation rate | 83.4% | 76.9%+6.6pp | 76.6%+6.8pp | 71.1%+12.3pp |
| Annual return | 6.03% | 611.38%-605.3pp | 22.78%-16.8pp | 48.65%-42.6pp |
| Employer contribution / active EE | $1,895 | $2,943-35.6% | $3,574-47.0% | $2,182-13.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $100 | $136-26.3% | $5,333-98.1% | $70+42.2% |