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 |
|---|---|---|
NORTHWEST BANK2+ years 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 | $42,605 | $46,732-8.8% | $156,551-72.8% | $55,167-22.8% |
| Participation rate | 70.1% | 65.8%+4.3pp | 84.0%-14.0pp | 69.0%+1.1pp |
| Annual return | 5.13% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,618 | $2,105-23.1% | $5,501-70.6% | $1,963-17.5% |
| Participant deferral / active EE | $1,734 | $2,204-21.3% | $4,871-64.4% | $3,054-43.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |