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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1 year Service code 21 · EIN 23-2790930 | Bank Trustee | $8,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,044 | $23,385-44.2% | $69,182-81.1% | $57,658-77.4% |
| Participation rate | 20.0% | 37.9%-17.9pp | 55.1%-35.1pp | 70.2%-50.2pp |
| Annual return | 5.40% | -659.34%+664.7pp | -21.93%+27.3pp | 5.13%+0.3pp |
| Employer contribution / active EE | $72 | $422-83.0% | $1,206-94.0% | $1,974-96.4% |
| Participant deferral / active EE | $413 | $843-51.0% | $1,897-78.2% | $3,061-86.5% |
| Admin fee / account holder | $57 | $82-30.2% | $2,697-97.9% | $95-39.4% |