Filed November 18, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC3 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $7,760 |
NORTHWEST BANK9+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $1,627 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,886 | $61,356+22.1% | $149,696-50.0% | $71,511+4.7% |
| Participation rate | 79.1% | 62.5%+16.6pp | 78.8%+0.3pp | 67.9%+11.2pp |
| Annual return | 19.38% | 35.86%-16.5pp | 134.46%-115.1pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,960 | $2,382-17.7% | $4,821-59.3% | $2,589-24.3% |
| Participant deferral / active EE | $2,586 | $2,920-11.4% | $5,682-54.5% | $4,291-39.7% |
| Admin fee / account holder | $73 | $1,263-94.3% | $13,212-99.5% | $1,588-95.4% |