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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $5,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,871 | $69,774-65.8% | $67,575-64.7% | $74,459-67.9% |
| Participation rate | 62.4% | 71.4%-9.0pp | 72.9%-10.5pp | 67.2%-4.8pp |
| Annual return | 15.85% | -40.53%+56.4pp | 3528.98%-3513.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,073 | $2,710-60.4% | $2,736-60.8% | $2,626-59.2% |
| Participant deferral / active EE | $1,136 | $3,636-68.8% | $4,003-71.6% | $4,350-73.9% |
| Admin fee / account holder | $86 | $890-90.3% | $3,993-97.8% | $1,945-95.6% |