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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $22,673 |
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-6233976 | Accounting | $11,789 |
TERESA D. COLLINGS1 year Filed as: TERESA MASSA Service code 29 1158 W. LINCOLNWAY STE 2 · VALPARAISO, IN 46385 | Legal | $11,626 |
URDA PROFESSIONAL CORPORATION2+ years Service code 29 · EIN 35-1640372 | Legal | $10,312 |
Service code 10 · EIN 38-2284921 | Accounting | $7,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,026 | $57,921+22.6% | $84,753-16.2% | $57,658+23.2% |
| Participation rate | 90.3% | 72.9%+17.4pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 4.62% | 10.24%-5.6pp | 22.78%-18.2pp | 5.13%-0.5pp |
| Employer contribution / active EE | $6,078 | $2,598+133.9% | $3,574+70.0% | $1,974+207.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $111 | $130-14.1% | $5,333-97.9% | $95+17.8% |