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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $17,355 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,214 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 27 · EIN 41-1533211 290 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $13,382 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 1.91% | 6.45%-4.5pp | 8.61%-6.7pp | 7.65%-5.7pp |
| Employer contribution / active EE | $0 | $20,590-100.0% | $33,046-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |