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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK3 years Service code 28 · EIN 25-6402875 | Investment Management | $40,927 |
STBT WELFARE PLAN4+ years Service code 13 · EIN 16-0810649 | Contract Administrator | $23,640 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $14,005 |
LIPSITZ GREEN SCIME & CAMBRIA4+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $10,628 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,851 | $66,650-58.2% | $92,915-70.0% | $67,582-58.8% |
| Participation rate | 53.0% | 72.5%-19.5pp | 76.0%-23.0pp | 71.3%-18.3pp |
| Annual return | 5.60% | 92.64%-87.0pp | 109.45%-103.8pp | 378.57%-373.0pp |
| Employer contribution / active EE | $759 | $2,777-72.7% | $3,653-79.2% | $2,148-64.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $182 | $199-8.6% | $5,796-96.9% | $142+27.8% |