Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK6 years Service code 19 · EIN 26-3901659 | Securities Custodian | $63,008 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $12,377 |
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 | $127,101 | $65,061+95.4% | $143,757-11.6% | $66,914+89.9% |
| Participation rate | 89.9% | 65.2%+24.7pp | 80.3%+9.6pp | 69.8%+20.1pp |
| Annual return | -17.80% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,424 | $2,361+45.0% | $4,951-30.8% | $2,544+34.6% |
| Participant deferral / active EE | $6,246 | $2,919+114.0% | $5,637+10.8% | $4,237+47.4% |
| Admin fee / account holder | $383 | $502-23.6% | $14,673-97.4% | $593-35.4% |