Filed December 31, 2024 (most recent of 3 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $11,581 |
Service code 26 · EIN 91-1769299 | Advisory (Participants) | $10,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 0.39% | 9.03%-8.6pp | 90.61%-90.2pp | 627.08%-626.7pp |
| Employer contribution / active EE | $4,614 | $13,843-66.7% | $32,730-85.9% | $18,824-75.5% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |