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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1 year Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $35,977 |
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $21,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,361 | $102,422+1.9% | $147,117-29.1% | $80,959+28.9% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.1pp | 67.7%+25.6pp |
| Annual return | 14.50% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $4,719 | $3,717+27.0% | $4,932-4.3% | $2,757+71.2% |
| Participant deferral / active EE | $10,056 | $6,652+51.2% | $8,065+24.7% | $4,300+133.8% |
| Admin fee / account holder | $458 | $7,953-94.2% | $12,993-96.5% | $6,925-93.4% |