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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $25,787 |
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-6233976 | Accounting | $11,632 |
URDA PROFESSIONAL CORPORATION3+ years Service code 29 · EIN 35-1640372 | Legal | $8,333 |
Service code 10 · EIN 38-2284921 | Accounting | $7,850 |
TERESA D. COLLINGS2 years Filed as: TERESA MASSA Service code 29 1158 W. LINCOLNWAY STE 2 · VALPARAISO, IN 46385 | Legal | $7,384 |
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 | $78,797 | $60,545+30.1% | $92,240-14.6% | $69,631+13.2% |
| Participation rate | 85.3% | 72.2%+13.1pp | 76.5%+8.8pp | 70.7%+14.6pp |
| Annual return | 11.13% | 19.71%-8.6pp | 176.29%-165.2pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $6,174 | $2,633+134.5% | $3,680+67.8% | $2,032+203.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $109 | $145-24.9% | $5,194-97.9% | $110-1.6% |