Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 23 · EIN 52-1042410 | Insurance services | $1,468,394 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $482,953 |
AON CONSULTING3 years Service code 17 · EIN 22-2232264 | Pension Consulting | $214,883 |
MILLIMAN, INC.3 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $205,880 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $94,504 |
Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $37,709 |
BLACKROCK1 year Service code 28 · EIN 45-3856189 | Investment Management | $34,288 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $16,666 |
ALIGHT SOLUTIONS LLC3 years Service code 17 · EIN 36-2235791 | Pension Consulting | $14,201 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $5,113 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.00% | 53.17%-35.2pp | 18.06%-0.1pp | 21.83%-3.8pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |