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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $17,890 |
LPL FINANCIAL1 year Service code 26 | Advisory (Participants) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $160,716 | $73,638+118.3% | $108,410+48.2% | $79,393+102.4% |
| Participation rate | 75.6% | 77.4%-1.8pp | 80.1%-4.5pp | 70.7%+4.9pp |
| Annual return | 13.28% | 33.27%-20.0pp | 905.34%-892.1pp | 116.87%-103.6pp |
| Employer contribution / active EE | $1,555 | $2,397-35.1% | $3,558-56.3% | $2,428-35.9% |
| Participant deferral / active EE | $3,488 | $6,218-43.9% | $6,562-46.9% | $4,046-13.8% |
| Admin fee / account holder | $301 | $638-52.8% | $7,296-95.9% | $627-51.9% |