Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (securities); Direct paymen... | $10,947 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 8.56% | 7.78%+0.8pp | 8.04%+0.5pp | 8.21%+0.4pp |
| Employer contribution / active EE | $0 | $18,545-100.0% | $42,693-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |