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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $5,540 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $129,159-66.2% | $184,243-76.3% | $77,714-43.8% |
| Participation rate | 71.6% | 87.4%-15.8pp | 86.8%-15.2pp | 70.6%+1.0pp |
| Annual return | 32.48% | 33.22%-0.7pp | 28.82%+3.7pp | 31.26%+1.2pp |
| Employer contribution / active EE | $2,510 | $4,410-43.1% | $6,427-60.9% | $2,727-8.0% |
| Participant deferral / active EE | $4,574 | $7,305-37.4% | $9,132-49.9% | $4,649-1.6% |
| Admin fee / account holder | $22 | $256-91.3% | $13,914-99.8% | $433-94.9% |