Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK8 years Service code 19 · EIN 26-3901659 | Securities Custodian | $71,894 |
DEFINITI LLC4 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $13,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,461 | $55,415+191.4% | $155,509+3.8% | $74,495+116.7% |
| Participation rate | 89.4% | 61.9%+27.5pp | 78.2%+11.3pp | 67.2%+22.2pp |
| Annual return | 12.98% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,057 | $2,267+78.9% | $4,672-13.2% | $2,623+54.7% |
| Participant deferral / active EE | $7,336 | $2,836+158.7% | $5,626+30.4% | $4,346+68.8% |
| Admin fee / account holder | $450 | $1,738-74.1% | $15,912-97.2% | $1,942-76.8% |