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 Filed as: NORTWEST BANK Service code 28 · EIN 25-6402875 | Investment Management | $37,492 |
STBT WELFARE PLAN3+ years Service code 15 · EIN 16-0810649 | Recordkeeping | $23,387 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $13,885 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $13,015 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Filed as: LIPSITZ GREEN Service code 29 · EIN 16-0905097 | Legal | $4,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,003 | $56,443-50.4% | $83,831-66.6% | $55,725-49.7% |
| Participation rate | 51.8% | 72.0%-20.2pp | 76.1%-24.3pp | 70.9%-19.0pp |
| Annual return | 7.86% | 393.67%-385.8pp | 850.99%-843.1pp | 244.93%-237.1pp |
| Employer contribution / active EE | $734 | $2,682-72.6% | $3,631-79.8% | $2,078-64.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $179 | $156+14.4% | $5,479-96.7% | $115+55.2% |