Filed November 18, 2016 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,426 | $50,902+3.0% | $155,534-66.3% | $77,736-32.6% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.0pp | 70.6%+8.7pp |
| Annual return | 13.41% | 34.85%-21.4pp | 64.92%-51.5pp | 31.26%-17.8pp |
| Employer contribution / active EE | $906 | $1,991-54.5% | $4,675-80.6% | $2,728-66.8% |
| Participant deferral / active EE | $1,476 | $2,824-47.7% | $5,630-73.8% | $4,651-68.3% |
| Admin fee / account holder | $195 | $437-55.3% | $15,900-98.8% | $433-55.0% |