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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $38,244 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,174 | $64,176-35.8% | $112,249-63.3% | $66,938-38.5% |
| Participation rate | 55.6% | 68.4%-12.9pp | 75.1%-19.5pp | 69.8%-14.3pp |
| Annual return | -18.85% | -13.80%-5.0pp | 27.48%-46.3pp | 1.58%-20.4pp |
| Employer contribution / active EE | $264 | $3,007-91.2% | $3,636-92.7% | $2,545-89.6% |
| Participant deferral / active EE | $3,602 | $3,694-2.5% | $4,729-23.8% | $4,238-15.0% |
| Admin fee / account holder | $140 | $626-77.7% | $6,412-97.8% | $594-76.4% |