Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $58,572 |
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 | $644,269 | $104,479+516.6% | $159,474+304.0% | $79,391+711.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 9.60% | 67.98%-58.4pp | 263.68%-254.1pp | 116.88%-107.3pp |
| Employer contribution / active EE | $36,536 | $3,417+969.2% | $4,831+656.3% | $2,428+1404.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $129 | $711-81.9% | $10,802-98.8% | $627-79.5% |