Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $835,089 |
Service code 23 · EIN 52-1042410 | Insurance services | $591,180 |
MILLIMAN, INC.6 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $189,654 |
AON CONSULTING6 years Service code 17 · EIN 22-2232264 | Pension Consulting | $74,844 |
NORTHERN TRUST COMPANY4 years Service code 28 · EIN 36-1561860 | Investment Management | $73,175 |
BLACKROCK4 years Service code 28 · EIN 45-3856189 | Investment Management | $71,683 |
LEGAL & GENERAL INVESTMENT6 years Service code 28 · EIN 20-8058531 | Investment Management | $12,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -20.99% | -11.26%-9.7pp | -4.80%-16.2pp | 2.78%-23.8pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |