Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK4+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $54,927 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 82-1667008 | Actuarial | $16,218 |
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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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 22.74% | 12.96%+9.8pp | 20.73%+2.0pp | 16.32%+6.4pp |
| Employer contribution / active EE | $9,588 | $12,913-25.7% | $36,503-73.7% | $17,007-43.6% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |