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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $9,237 |
WILLIAM BLAIR3 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $7,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,456 | $73,848-81.8% | $143,799-90.6% | $68,486-80.4% |
| Participation rate | 58.7% | 66.7%-8.0pp | 80.3%-21.6pp | 67.9%-9.2pp |
| Annual return | -13.81% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $718 | $3,184-77.5% | $4,952-85.5% | $2,597-72.3% |
| Participant deferral / active EE | $1,791 | $3,385-47.1% | $5,638-68.2% | $4,028-55.5% |
| Admin fee / account holder | $182 | $5,755-96.8% | $14,677-98.8% | $5,404-96.6% |