Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST RETIREMENT SERVICES1+ years Service code 15 · EIN 25-1809719 | Recordkeeping | $32,631 |
COURIER CAPITAL1+ years Filed as: COURIER CAPITAL CORPORATION Service code 51 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Investment Mgmt Fees | $13,641 |
NORTHWEST BANK1+ years Service code 19 · EIN 25-6402875 | Securities Custodian | $7,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,822 | $37,039-81.6% | $147,617-95.4% | $59,188-88.5% |
| Participation rate | 73.9% | 63.8%+10.1pp | 84.6%-10.7pp | 69.4%+4.5pp |
| Annual return | -0.63% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $198 | $1,353-85.4% | $5,564-96.4% | $2,098-90.6% |
| Participant deferral / active EE | $534 | $2,094-74.5% | $4,895-89.1% | $3,265-83.6% |
| Admin fee / account holder | $33 | $60-45.4% | $11,612-99.7% | $92-64.4% |