Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $31,226 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 12.85% | 12.03%+0.8pp | 14.41%-1.6pp | 23.90%-11.0pp |
| Employer contribution / active EE | $2,259 | $30,615-92.6% | $45,283-95.0% | $16,539-86.3% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |