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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $37,627 |
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-6233976 | Accounting | $13,267 |
Service code 10 · EIN 38-2284921 | Accounting | $9,900 |
URDA PROFESSIONAL CORPORATION8+ years Service code 29 · EIN 35-1640372 | Legal | $9,900 |
MAY OBERFELL LORBER1 year Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PKW 100 · MISHAWAKA, IN 46545 | Legal | $9,823 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $9,401 |
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 | $85,510 | $76,774+11.4% | $112,249-23.8% | $77,906+9.8% |
| Participation rate | 82.3% | 80.2%+2.1pp | 75.1%+7.2pp | 73.7%+8.6pp |
| Annual return | -12.61% | -10.25%-2.4pp | 27.48%-40.1pp | 12.16%-24.8pp |
| Employer contribution / active EE | $6,299 | $3,977+58.4% | $3,636+73.2% | $2,846+121.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $125 | $239-47.8% | $6,412-98.1% | $133-5.9% |