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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK9 years Service code 21 · EIN 23-2790930 | Bank Trustee | $17,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $29,200 | $29,525-1.1% | $56,033-47.9% | $77,736-62.4% |
| Participation rate | 14.7% | 32.7%-17.9pp | 52.5%-37.8pp | 70.6%-55.9pp |
| Annual return | 13.14% | 18.90%-5.8pp | 1711.38%-1698.2pp | 31.26%-18.1pp |
| Employer contribution / active EE | $67 | $569-88.2% | $1,041-93.5% | $2,728-97.5% |
| Participant deferral / active EE | $416 | $1,062-60.8% | $1,954-78.7% | $4,651-91.1% |
| Admin fee / account holder | $162 | $1,040-84.4% | $2,827-94.3% | $433-62.6% |