Filed November 18, 2016 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC4 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $12,222 |
NORTHWEST BANK10+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $1,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,768 | $55,470+52.8% | $155,556-45.5% | $74,478+13.8% |
| Participation rate | 78.1% | 61.9%+16.2pp | 78.2%-0.1pp | 67.2%+10.9pp |
| Annual return | 14.61% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,579 | $2,267-30.4% | $4,675-66.2% | $2,626-39.9% |
| Participant deferral / active EE | $2,776 | $2,838-2.2% | $5,631-50.7% | $4,350-36.2% |
| Admin fee / account holder | $74 | $1,744-95.8% | $15,885-99.5% | $1,946-96.2% |