Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $41,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,450 | $131,799-39.7% | $200,582-60.4% | $85,563-7.1% |
| Participation rate | 89.8% | 87.9%+1.8pp | 86.9%+2.9pp | 66.0%+23.8pp |
| Annual return | 19.88% | 21.59%-1.7pp | 42.33%-22.5pp | 31.51%-11.6pp |
| Employer contribution / active EE | $2,269 | $4,532-49.9% | $6,419-64.7% | $2,654-14.5% |
| Participant deferral / active EE | $7,361 | $7,702-4.4% | $9,331-21.1% | $4,375+68.2% |
| Admin fee / account holder | $119 | $235-49.2% | $16,305-99.3% | $834-85.7% |