Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $30,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,316 | $102,553-49.0% | $151,611-65.5% | $66,914-21.8% |
| Participation rate | 89.6% | 85.5%+4.1pp | 87.5%+2.1pp | 69.8%+19.8pp |
| Annual return | -14.43% | -10.82%-3.6pp | 3.33%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,818 | $4,180-56.5% | $6,166-70.5% | $2,544-28.5% |
| Participant deferral / active EE | $6,631 | $6,641-0.2% | $8,363-20.7% | $4,237+56.5% |
| Admin fee / account holder | $121 | $630-80.7% | $11,616-99.0% | $593-79.6% |