Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1+ years Filed as: NORTHWEST SAVINGS BANK Service code 21 · EIN 25-6402875 | Bank Trustee | $34,451 |
STBT WELFARE PLAN1+ years Service code 12 · EIN 16-0810649 | Claims processing | $23,061 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $15,616 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $13,992 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ GREEN Service code 22 · EIN 16-0905097 | Insurance Broker | $5,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,076 | $57,921-58.4% | $84,753-71.6% | $57,658-58.2% |
| Participation rate | 56.0% | 72.9%-16.9pp | 76.6%-20.6pp | 70.2%-14.2pp |
| Annual return | -1.20% | 10.24%-11.4pp | 22.78%-24.0pp | 5.13%-6.3pp |
| Employer contribution / active EE | $678 | $2,598-73.9% | $3,574-81.0% | $1,974-65.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $168 | $130+29.7% | $5,333-96.8% | $95+77.9% |