Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST RETIREMENT SERVICES2+ years Service code 15 1030 STATE STREET · ERIE, PA 16501 | Recordkeeping | $19,915 |
COURIER CAPITAL2+ years Filed as: COURIER CAPITAL CORPORATION Service code 51 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Investment Mgmt Fees | $14,455 |
NORTHWEST BANK2+ years Service code 19 · EIN 25-6402875 | Securities Custodian | $13,188 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,986 | $37,213-81.2% | $156,549-95.5% | $63,975-89.1% |
| Participation rate | 63.0% | 65.0%-2.0pp | 84.0%-21.0pp | 71.1%-8.1pp |
| Annual return | 5.52% | 47.89%-42.4pp | 32.23%-26.7pp | 48.65%-43.1pp |
| Employer contribution / active EE | $200 | $1,357-85.3% | $5,501-96.4% | $2,182-90.8% |
| Participant deferral / active EE | $564 | $2,070-72.8% | $4,871-88.4% | $3,356-83.2% |
| Admin fee / account holder | $36 | $56-35.9% | $13,027-99.7% | $70-48.7% |