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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $10,560 |
WILLIAM BLAIR2 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $7,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,132 | $95,406-75.8% | $185,849-87.6% | $85,847-73.1% |
| Participation rate | 53.8% | 68.8%-14.9pp | 81.7%-27.9pp | 69.3%-15.5pp |
| Annual return | 37.68% | 23.59%+14.1pp | 122.10%-84.4pp | 318.61%-280.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,629 | $3,424-52.4% | $5,569-70.7% | $3,952-58.8% |
| Admin fee / account holder | $242 | $7,214-96.6% | $16,244-98.5% | $6,261-96.1% |