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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $7,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $65,428-52.2% | $169,390-81.5% | $71,511-56.2% |
| Participation rate | 26.2% | 66.9%-40.6pp | 77.2%-50.9pp | 67.9%-41.7pp |
| Annual return | 15.76% | 21.35%-5.6pp | 406.07%-390.3pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,309 | $2,064-36.6% | $4,013-67.4% | $2,589-49.4% |
| Participant deferral / active EE | $1,923 | $4,360-55.9% | $6,222-69.1% | $4,291-55.2% |
| Admin fee / account holder | $440 | $1,328-66.9% | $9,015-95.1% | $1,588-72.3% |