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 year Service code 21 · EIN 25-6402875 | Bank Trustee | $33,980 |
STBT WELFARE PLAN2+ years Service code 12 · EIN 16-0810649 | Claims processing | $23,046 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $13,277 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $10,962 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ GREEN Service code 22 · EIN 16-0905097 | Insurance Broker | $4,143 |
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.
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 | $27,053 | $60,545-55.3% | $92,240-70.7% | $69,631-61.1% |
| Participation rate | 52.2% | 72.2%-20.0pp | 76.5%-24.3pp | 70.7%-18.5pp |
| Annual return | 9.44% | 19.71%-10.3pp | 176.29%-166.9pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $512 | $2,633-80.6% | $3,680-86.1% | $2,032-74.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $174 | $145+20.5% | $5,194-96.6% | $110+57.9% |