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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $20,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,253 | $79,223+12.7% | $102,460-12.9% | $74,478+19.8% |
| Participation rate | 64.9% | 74.8%-9.9pp | 76.5%-11.6pp | 67.2%-2.3pp |
| Annual return | 15.14% | 54.98%-39.8pp | 29.47%-14.3pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,383 | $4,417-0.8% | $5,056-13.3% | $4,350+0.8% |
| Admin fee / account holder | $140 | $2,003-93.0% | $9,460-98.5% | $1,946-92.8% |