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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $21,585 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-6233976 | Accounting | $11,420 |
Service code 10 · EIN 38-2284921 | Accounting | $7,750 |
URDA PROFESSIONAL CORPORATION1+ years Service code 29 · EIN 35-1640372 | Legal | $6,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,915 | $55,516+18.7% | $75,784-13.0% | $59,188+11.4% |
| Participation rate | 44.9% | 73.6%-28.8pp | 75.8%-31.0pp | 69.4%-24.6pp |
| Annual return | -0.39% | -1.89%+1.5pp | 9.68%-10.1pp | 5.51%-5.9pp |
| Employer contribution / active EE | $2,689 | $2,604+3.3% | $3,323-19.1% | $2,098+28.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $96 | $110-12.4% | $5,300-98.2% | $92+4.5% |