Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK2+ years Filed as: NORTHWEST SAVINGS BANK Service code 21 · EIN 26-3901659 | Bank Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,622 | $36,916-3.5% | $156,551-77.2% | $57,658-38.2% |
| Participation rate | 76.2% | 63.4%+12.8pp | 84.0%-7.8pp | 70.2%+6.0pp |
| Annual return | 5.55% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,677 | $1,571+6.8% | $5,501-69.5% | $1,974-15.0% |
| Participant deferral / active EE | $946 | $1,926-50.9% | $4,871-80.6% | $3,061-69.1% |
| Admin fee / account holder | $9 | $82-88.8% | $13,028-99.9% | $95-90.2% |