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 | $33,695 |
DEFINITI LLC4 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $17,632 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,426 | $50,820+3.2% | $155,567-66.3% | $77,671-32.5% |
| Participation rate | 79.3% | 63.1%+16.1pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 13.41% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $906 | $1,993-54.5% | $4,674-80.6% | $2,726-66.8% |
| Participant deferral / active EE | $1,476 | $2,823-47.7% | $5,628-73.8% | $4,648-68.2% |
| Admin fee / account holder | $195 | $436-55.2% | $15,916-98.8% | $430-54.7% |