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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 | $129,227-66.2% | $184,256-76.3% | $77,762-43.8% |
| Participation rate | 71.6% | 87.4%-15.7pp | 86.8%-15.2pp | 70.6%+1.0pp |
| Annual return | 32.48% | 33.24%-0.8pp | 28.85%+3.6pp | 31.27%+1.2pp |
| Employer contribution / active EE | $2,510 | $4,412-43.1% | $6,427-60.9% | $2,728-8.0% |
| Participant deferral / active EE | $4,574 | $7,307-37.4% | $9,133-49.9% | $4,651-1.7% |
| Admin fee / account holder | $22 | $256-91.3% | $13,899-99.8% | $433-94.9% |