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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK2 years Service code 21 · EIN 23-2790930 | Bank Trustee | $9,095 |
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 | $13,089 | $28,416-53.9% | $73,545-82.2% | $69,631-81.2% |
| Participation rate | 23.6% | 38.3%-14.8pp | 54.9%-31.4pp | 70.7%-47.1pp |
| Annual return | 18.47% | -694.13%+712.6pp | -15.16%+33.6pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $77 | $430-82.2% | $1,219-93.7% | $2,032-96.2% |
| Participant deferral / active EE | $447 | $897-50.1% | $1,806-75.2% | $3,224-86.1% |
| Admin fee / account holder | $56 | $104-46.7% | $2,320-97.6% | $110-49.6% |