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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $17,500 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,535 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,987 | $95,438+35.2% | $135,982-5.1% | $74,473+73.2% |
| Participation rate | 92.6% | 78.2%+14.4pp | 81.9%+10.6pp | 70.7%+21.8pp |
| Annual return | 19.03% | 32.61%-13.6pp | 68.32%-49.3pp | 34.36%-15.3pp |
| Employer contribution / active EE | $2,923 | $3,878-24.6% | $4,859-39.8% | $2,638+10.8% |
| Participant deferral / active EE | $10,444 | $7,790+34.1% | $7,760+34.6% | $4,530+130.5% |
| Admin fee / account holder | $49 | $259-80.9% | $10,767-99.5% | $347-85.8% |