Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 64 · EIN 82-1667008 | Recordkeeping Fees | $4,145 |
NORTHWEST BANK2 years Service code 21 · EIN 26-3901659 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,740 | $37,196+4.2% | $154,111-74.9% | $55,725-30.5% |
| Participation rate | 82.1% | 64.1%+18.1pp | 83.0%-0.9pp | 70.9%+11.3pp |
| Annual return | -3.00% | 1319.68%-1322.7pp | 735.18%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,217 | $1,614-24.6% | $5,298-77.0% | $2,078-41.4% |
| Participant deferral / active EE | $1,089 | $2,068-47.3% | $5,081-78.6% | $3,356-67.5% |
| Admin fee / account holder | $1 | $102-99.3% | $13,411-100.0% | $115-99.4% |