Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (securities); Custodial (ot... | $137,330 |
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 | $514,601 | $84,493+509.0% | $125,381+310.4% | $66,938+668.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.56% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $38,369 | $3,554+979.7% | $4,815+696.8% | $2,545+1407.5% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $294 | $685-57.1% | $10,007-97.1% | $594-50.5% |