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 | Custodial (other than securities); Di... | $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 | $91,424+493.5% | $135,942+299.2% | $71,495+659.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 8.88% | 29.90%-21.0pp | 68.28%-59.4pp | 28.85%-20.0pp |
| Employer contribution / active EE | $43,041 | $3,704+1062.1% | $4,858+786.1% | $2,589+1562.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $162 | $1,266-87.2% | $10,764-98.5% | $1,588-89.8% |