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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 37 · EIN 91-2090931 300 EAST JOPPA RD · TOWSON, MD 21286 | Loan Processing | $9,329 |
SIMON LEVER LLC5 years Service code 10 · EIN 23-1692578 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,601 | $53,165-33.0% | $86,216-58.7% | $74,460-52.2% |
| Participation rate | 79.1% | 64.9%+14.3pp | 69.0%+10.2pp | 70.7%+8.4pp |
| Annual return | 15.81% | 22.64%-6.8pp | 1169.42%-1153.6pp | 34.38%-18.6pp |
| Employer contribution / active EE | $772 | $1,210-36.2% | $2,382-67.6% | $2,638-70.7% |
| Participant deferral / active EE | $1,462 | $3,234-54.8% | $3,986-63.3% | $4,530-67.7% |
| Admin fee / account holder | $36 | $551-93.5% | $6,853-99.5% | $348-89.8% |