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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1+ years Filed as: NORTHWEST SAVINGS BANK Service code 21 · EIN 23-2790930 | Bank Trustee | $8,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,925 | $22,714-38.7% | $59,496-76.6% | $55,191-74.8% |
| Participation rate | 23.7% | 37.5%-13.7pp | 54.6%-30.8pp | 69.2%-45.4pp |
| Annual return | 1.80% | -44.01%+45.8pp | 182.05%-180.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $85 | $418-79.8% | $1,153-92.7% | $1,899-95.5% |
| Participant deferral / active EE | $517 | $843-38.6% | $1,829-71.7% | $3,046-83.0% |
| Admin fee / account holder | $53 | $83-36.8% | $2,232-97.6% | $91-42.0% |