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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK6 years Service code 15 · EIN 25-6402875 | Recordkeeping | $48,999 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $16,499 |
Filed as: LIPSITZ GREEN SCIME & CAMBRIA LLP Service code 29 · EIN 16-1915097 | Legal | $11,639 |
Service code 10 · EIN 04-3728817 | Accounting | $11,525 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,507 | $76,774-57.7% | $112,263-71.0% | $77,906-58.3% |
| Participation rate | 51.2% | 80.2%-29.0pp | 75.1%-23.9pp | 73.7%-22.5pp |
| Annual return | -6.00% | -10.25%+4.3pp | 27.49%-33.5pp | 12.16%-18.2pp |
| Employer contribution / active EE | $890 | $3,977-77.6% | $3,636-75.5% | $2,846-68.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $202 | $239-15.6% | $6,410-96.9% | $133+52.1% |