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| Provider | Service type | Compensation |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $10,934 |
WILLIAM BLAIR5 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $8,683 |
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 | $20,056 | $81,276-75.3% | $155,574-87.1% | $80,925-75.2% |
| Participation rate | 64.4% | 66.2%-1.9pp | 78.2%-13.8pp | 67.7%-3.3pp |
| Annual return | 15.83% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $964 | $3,103-68.9% | $4,676-79.4% | $2,756-65.0% |
| Participant deferral / active EE | $2,413 | $3,453-30.1% | $5,629-57.1% | $4,299-43.9% |
| Admin fee / account holder | $190 | $7,993-97.6% | $15,914-98.8% | $6,940-97.3% |