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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $29,095 |
URDA PROFESSIONAL CORPORATION4+ years Service code 29 · EIN 35-1640372 | Legal | $11,128 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-6233976 | Accounting | $10,832 |
Service code 10 · EIN 38-2284921 | Accounting | $8,100 |
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 | $70,490 | $56,443+24.9% | $83,830-15.9% | $55,725+26.5% |
| Participation rate | 84.3% | 72.0%+12.2pp | 76.1%+8.1pp | 70.9%+13.4pp |
| Annual return | -4.58% | 393.67%-398.2pp | 850.97%-855.6pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,265 | $2,682+96.3% | $3,631+45.0% | $2,078+153.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $100 | $156-36.2% | $5,479-98.2% | $115-13.4% |