Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGER & ASSOCIATES, INC. Service code 64 · EIN 25-1809719 | Recordkeeping Fees | $9,655 |
NORTHWEST BANK1 year 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 | $40,728 | $46,173-11.8% | $170,435-76.1% | $69,631-41.5% |
| Participation rate | 82.7% | 63.9%+18.8pp | 83.6%-0.9pp | 70.7%+12.0pp |
| Annual return | 16.62% | 21.62%-5.0pp | 205.94%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,699 | $1,610+5.6% | $5,432-68.7% | $2,032-16.4% |
| Participant deferral / active EE | $1,092 | $2,080-47.5% | $4,939-77.9% | $3,224-66.1% |
| Admin fee / account holder | $9 | $116-92.3% | $13,881-99.9% | $110-91.9% |