Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1+ years Filed as: NORTHWEST SAVINGS BANK Service code 21 · EIN 26-3901659 | Bank Trustee | $0 |
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 | $132,521 | $46,360+185.9% | $147,617-10.2% | $52,331+153.2% |
| Participation rate | 91.5% | 64.9%+26.5pp | 84.6%+6.9pp | 68.1%+23.4pp |
| Annual return | 1.52% | 1.62%-0.1pp | 61.98%-60.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $5,691 | $2,126+167.6% | $5,564+2.3% | $1,882+202.4% |
| Participant deferral / active EE | $6,556 | $2,258+190.4% | $4,895+33.9% | $3,022+116.9% |
| Admin fee / account holder | $21 | $766-97.2% | $11,612-99.8% | $592-96.4% |