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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK3 years Service code 18 · EIN 25-6402875 | Custodial (other than securities) | $7,326 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,256 | $37,196-7.9% | $154,108-77.8% | $55,725-38.5% |
| Participation rate | 32.7% | 64.1%-31.4pp | 83.0%-50.3pp | 70.9%-38.1pp |
| Annual return | -3.47% | 1319.68%-1323.1pp | 735.21%-738.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $201 | $1,614-87.5% | $5,298-96.2% | $2,078-90.3% |
| Participant deferral / active EE | $730 | $2,068-64.7% | $5,081-85.6% | $3,356-78.2% |
| Admin fee / account holder | $32 | $102-68.8% | $13,411-99.8% | $115-72.5% |