Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Filed as: DEFINITI Service code 11 · EIN 85-0833363 | Actuarial | $39,116 |
NORTHWEST BANK10+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $16,540 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 22 · EIN 59-3718394 | Insurance Broker | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | -9.14% | 3.54%-12.7pp | 3.87%-13.0pp | 15.59%-24.7pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |