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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $33,659 |
TIC INTERNATIONAL CORPORATION6+ years Service code 10 · EIN 13-6233976 | Accounting | $15,063 |
Service code 10 · EIN 38-2284921 | Accounting | $9,150 |
URDA PROFESSIONAL CORPORATION6+ years Service code 29 · EIN 35-1640372 | Legal | $9,003 |
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 | $90,246 | $91,517-1.4% | $101,271-10.9% | $73,412+22.9% |
| Participation rate | 88.8% | 73.8%+15.1pp | 75.8%+13.0pp | 72.2%+16.7pp |
| Annual return | 11.36% | 17.17%-5.8pp | 46.48%-35.1pp | 59.30%-47.9pp |
| Employer contribution / active EE | $5,993 | $2,877+108.3% | $3,660+63.7% | $2,234+168.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $85 | $216-60.7% | $5,948-98.6% | $158-46.2% |