Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK5+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $57,620 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 82-1667008 | Actuarial | $6,907 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 13.17% | 9.03%+4.1pp | 90.61%-77.4pp | 627.08%-613.9pp |
| Employer contribution / active EE | $7,898 | $13,843-42.9% | $32,730-75.9% | $18,824-58.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |