Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-1526584 | Recordkeeping | $11,482 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,539 | $58,888-53.2% | $178,499-84.6% | $73,493-62.5% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 16.52% | 24.86%-8.3pp | 151.10%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,247 | $2,236-44.2% | $5,011-75.1% | $2,270-45.0% |
| Participant deferral / active EE | $4,536 | $2,568+76.6% | $5,202-12.8% | $3,740+21.3% |
| Admin fee / account holder | $68 | $400-82.9% | $13,986-99.5% | $513-86.7% |