Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (securities); Direct paymen... | $47,702 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,740 | $99,957+488.0% | $149,751+292.5% | $73,501+699.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 8.56% | 53.87%-45.3pp | 276.71%-268.1pp | 28.51%-20.0pp |
| Employer contribution / active EE | $35,447 | $3,191+1010.8% | $4,646+663.0% | $2,270+1461.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $104 | $551-81.2% | $9,312-98.9% | $513-79.8% |