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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $30,724 |
TIC INTERNATIONAL CORPORATION5+ years Service code 10 · EIN 13-6233976 | Accounting | $10,643 |
URDA PROFESSIONAL CORPORATION5+ years Service code 29 · EIN 35-1640372 | Legal | $10,575 |
Service code 10 · EIN 38-2284921 | Accounting | $8,300 |
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 | $79,686 | $66,601+19.6% | $92,909-14.2% | $67,579+17.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.01% | 92.58%-76.6pp | 109.44%-93.4pp | 378.56%-362.5pp |
| Employer contribution / active EE | $6,542 | $2,775+135.7% | $3,653+79.1% | $2,148+204.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $96 | $199-51.6% | $5,795-98.3% | $142-32.4% |