Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK4 years Service code 19 · EIN 26-3901659 | Securities Custodian | $27,751 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 64 · EIN 82-1667008 | Recordkeeping Fees | $13,383 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,070 | $58,888-20.1% | $178,499-73.6% | $73,493-36.0% |
| Participation rate | 86.1% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.4pp |
| Annual return | 15.69% | 24.86%-9.2pp | 151.10%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $510 | $2,236-77.2% | $5,011-89.8% | $2,270-77.5% |
| Participant deferral / active EE | $1,368 | $2,568-46.7% | $5,202-73.7% | $3,740-63.4% |
| Admin fee / account holder | $146 | $400-63.5% | $13,986-99.0% | $513-71.5% |