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 | $9,850 |
NORTHWEST BANK3 years Service code 19 · EIN 26-3901659 | Securities Custodian | $9,195 |
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 | $43,648 | $62,928-30.6% | $172,755-74.7% | $67,579-35.4% |
| Participation rate | 77.6% | 64.5%+13.1pp | 82.6%-5.0pp | 71.3%+6.3pp |
| Annual return | 20.78% | 30.36%-9.6pp | 802.94%-782.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $687 | $1,636-58.0% | $5,144-86.6% | $2,148-68.0% |
| Participant deferral / active EE | $1,025 | $2,145-52.2% | $5,198-80.3% | $3,539-71.0% |
| Admin fee / account holder | $37 | $167-77.6% | $13,955-99.7% | $142-73.7% |