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| 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 | $76,407-60.9% | $150,298-80.1% | $82,448-63.7% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 15.89% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,051 | $2,614-59.8% | $4,154-74.7% | $2,551-58.8% |
| Participant deferral / active EE | $2,801 | $3,214-12.9% | $5,453-48.6% | $4,139-32.3% |
| Admin fee / account holder | $273 | $6,352-95.7% | $14,116-98.1% | $7,234-96.2% |