Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $13,039 |
WILLIAM BLAIR6 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $11,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,907 | $78,690-62.0% | $161,489-81.5% | $87,485-65.8% |
| Participation rate | 65.9% | 67.5%-1.6pp | 78.7%-12.8pp | 68.9%-3.0pp |
| Annual return | 15.89% | 32.74%-16.9pp | 89.72%-73.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,051 | $2,588-59.4% | $4,268-75.4% | $2,596-59.5% |
| Participant deferral / active EE | $2,801 | $3,311-15.4% | $5,630-50.2% | $4,274-34.5% |
| Admin fee / account holder | $273 | $6,724-95.9% | $16,006-98.3% | $7,775-96.5% |