Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $8,371 |
NORTHWEST BANK7+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,826 | $61,166+19.1% | $185,849-60.8% | $79,391-8.3% |
| Participation rate | 82.4% | 66.6%+15.8pp | 81.7%+0.7pp | 70.7%+11.7pp |
| Annual return | 14.49% | 19.45%-5.0pp | 122.10%-107.6pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,866 | $2,321-19.6% | $5,169-63.9% | $2,428-23.2% |
| Participant deferral / active EE | $2,747 | $2,789-1.5% | $5,569-50.7% | $4,046-32.1% |
| Admin fee / account holder | $68 | $710-90.4% | $16,244-99.6% | $627-89.1% |