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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $18,695 |
Filed as: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $16,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,118 | $65,125-21.5% | $143,797-64.5% | $66,949-23.6% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -12.97% | -11.13%-1.8pp | -0.04%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $2,613 | $2,362+10.6% | $4,952-47.2% | $2,545+2.7% |
| Participant deferral / active EE | $1,634 | $2,920-44.0% | $5,638-71.0% | $4,239-61.5% |
| Admin fee / account holder | $185 | $503-63.2% | $14,679-98.7% | $594-68.8% |