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 | $2,585 |
NORTHWEST BANK5+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $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 | $55,783 | $52,967+5.3% | $172,753-67.7% | $65,186-14.4% |
| Participation rate | 80.8% | 66.2%+14.6pp | 82.6%-1.9pp | 70.2%+10.6pp |
| Annual return | 24.43% | 30.12%-5.7pp | 803.00%-778.6pp | 29.39%-5.0pp |
| Employer contribution / active EE | $3,025 | $2,190+38.1% | $5,144-41.2% | $2,177+39.0% |
| Participant deferral / active EE | $2,151 | $2,471-12.9% | $5,198-58.6% | $3,514-38.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |