Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK2+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $66,412 |
NORTHWEST RETIREMENT SERVICES3+ years Service code 11 · EIN 25-1809719 | Actuarial | $25,440 |
ARNETT CARBIS TOOTHMAN LLP3+ years Filed as: ARNETT, CARBIS, TOOTHMAN, LLP Service code 10 · EIN 55-0486667 | Accounting | $5,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 13.42% | 10.93%+2.5pp | 10.16%+3.3pp | 13.95%-0.5pp |
| Employer contribution / active EE | $2,438 | $10,209-76.1% | $33,192-92.7% | $16,598-85.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |