Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK7 years Service code 19 · EIN 26-3901659 | Securities Custodian | $69,080 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $8,021 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,258 | $61,356+143.3% | $149,696-0.3% | $71,511+108.7% |
| Participation rate | 89.8% | 62.5%+27.3pp | 78.8%+11.0pp | 67.9%+21.9pp |
| Annual return | 18.61% | 35.86%-17.2pp | 134.46%-115.8pp | 28.86%-10.2pp |
| Employer contribution / active EE | $4,019 | $2,382+68.8% | $4,821-16.6% | $2,589+55.2% |
| Participant deferral / active EE | $6,995 | $2,920+139.6% | $5,682+23.1% | $4,291+63.0% |
| Admin fee / account holder | $428 | $1,263-66.1% | $13,212-96.8% | $1,588-73.1% |