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| Provider | Service type | Compensation |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 | Recordkeeping | $32,443 |
OSAIC WEALTH INC1 year Service code 26 18700 N HAYDEN RD · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $23,663 |
MCLAUGHLIN RYDER ADVISORY SERVICES11+ years Service code 26 1421 PRINCE STREET SUITE 200 · ALEXANDRIA, VA 22314 | Advisory (Participants) | $18,756 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,398-100.0% | $147,318-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | -74.27% | 78.75%-153.0pp | 70.43%-144.7pp | 145.39%-219.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |