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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 | $86,050-65.2% | $189,758-84.2% | $94,015-68.2% |
| Participation rate | 65.9% | 68.9%-3.0pp | 79.8%-13.9pp | 70.8%-4.9pp |
| Annual return | 15.89% | 17.77%-1.9pp | 52.62%-36.7pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,051 | $2,819-62.7% | $4,767-78.0% | $2,790-62.3% |
| Participant deferral / active EE | $2,801 | $3,349-16.4% | $5,856-52.2% | $4,249-34.1% |
| Admin fee / account holder | $273 | $6,627-95.9% | $20,388-98.7% | $8,951-96.9% |