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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $26,148 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,996 | $82,202+15.6% | $125,339-24.2% | $64,808+46.6% |
| Participation rate | 98.1% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -20.18% | 3.48%-23.7pp | 572.05%-592.2pp | 32.82%-53.0pp |
| Employer contribution / active EE | $4,392 | $3,615+21.5% | $4,814-8.8% | $2,506+75.3% |
| Participant deferral / active EE | $5,533 | $7,175-22.9% | $7,446-25.7% | $4,310+28.4% |
| Admin fee / account holder | $69 | $163-57.7% | $10,010-99.3% | $188-63.3% |