| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $5,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,780 | $59,140-71.6% | $160,039-89.5% | $66,954-74.9% |
| Participation rate | 31.5% | 68.1%-36.6pp | 78.0%-46.5pp | 69.8%-38.3pp |
| Annual return | -33.11% | -12.25%-20.9pp | 409.10%-442.2pp | 1.57%-34.7pp |
| Employer contribution / active EE | $1,402 | $1,982-29.3% | $4,226-66.8% | $2,545-44.9% |
| Participant deferral / active EE | $2,791 | $4,399-36.6% | $6,184-54.9% | $4,239-34.2% |
| Admin fee / account holder | $285 | $591-51.7% | $8,716-96.7% | $594-51.9% |