Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $7,918 |
NORTHWEST BANK8+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $2,114 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,173 | $65,125-3.0% | $143,797-56.1% | $66,949-5.6% |
| Participation rate | 81.1% | 65.2%+15.9pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -19.66% | -11.13%-8.5pp | -0.04%-19.6pp | 1.57%-21.2pp |
| Employer contribution / active EE | $2,201 | $2,362-6.8% | $4,952-55.6% | $2,545-13.5% |
| Participant deferral / active EE | $2,886 | $2,920-1.2% | $5,638-48.8% | $4,239-31.9% |
| Admin fee / account holder | $71 | $503-85.8% | $14,679-99.5% | $594-88.0% |