Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $76,880 |
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 | $542,648 | $91,480+493.2% | $135,998+299.0% | $71,535+658.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 8.88% | 29.89%-21.0pp | 68.37%-59.5pp | 28.97%-20.1pp |
| Employer contribution / active EE | $43,041 | $3,705+1061.6% | $4,860+785.7% | $2,590+1561.8% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,761-100.0% | $4,292-100.0% |
| Admin fee / account holder | $162 | $1,267-87.2% | $10,769-98.5% | $1,589-89.8% |