Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK3 years Service code 19 · EIN 26-3901659 | Securities Custodian | $50,235 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 64 · EIN 82-1667008 | Recordkeeping Fees | $8,771 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,586 | $52,953+212.7% | $172,739-4.1% | $65,185+154.0% |
| Participation rate | 85.7% | 66.2%+19.5pp | 82.6%+3.1pp | 70.2%+15.5pp |
| Annual return | 23.03% | 30.12%-7.1pp | 802.84%-779.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,982 | $2,190+36.2% | $5,143-42.0% | $2,177+37.0% |
| Participant deferral / active EE | $6,362 | $2,471+157.5% | $5,198+22.4% | $3,514+81.1% |
| Admin fee / account holder | $337 | $472-28.6% | $13,954-97.6% | $847-60.2% |