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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 800 EAST 96 ST SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $75,000 |
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 11 · EIN 38-2383171 | Actuarial | $42,753 |
ALLOTTA FARLEY CO LPA4+ years Service code 29 · EIN 34-1316963 | Legal | $17,088 |
SHEET METAL CONTROL BOARD4+ years Filed as: SHEET METAL WORKERS L 33 FRINGE BEN Service code 13 · EIN 34-1398805 | Contract Administrator | $15,165 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,560 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $7,210 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTRY Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,495 | $60,396-56.1% | $83,831-68.4% | $75,289-64.8% |
| Participation rate | 89.3% | 80.7%+8.5pp | 76.1%+13.1pp | 72.4%+16.8pp |
| Annual return | -6.28% | 3.84%-10.1pp | 850.99%-857.3pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,623 | $3,343-21.5% | $3,631-27.8% | $2,405+9.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $85 | $141-40.1% | $5,479-98.5% | $102-17.3% |