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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $26,086 |
Filed as: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $24,402 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,826 | $61,356-5.8% | $149,696-61.4% | $71,511-19.1% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.3pp | 67.9%+12.2pp |
| Annual return | 13.65% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $2,433 | $2,382+2.2% | $4,821-49.5% | $2,589-6.0% |
| Participant deferral / active EE | $1,707 | $2,920-41.5% | $5,682-70.0% | $4,291-60.2% |
| Admin fee / account holder | $288 | $1,263-77.2% | $13,212-97.8% | $1,588-81.9% |