Filed July 27, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $47,460 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO Service code 28 · EIN 36-1561860 | Investment Management | $2,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,773 | $62,324+58.5% | $68,509+44.2% | $55,191+79.0% |
| Participation rate | 86.3% | 78.9%+7.4pp | 74.7%+11.6pp | 69.2%+17.2pp |
| Annual return | 0.19% | 4.26%-4.1pp | 8.27%-8.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,188 | $2,223-1.6% | $2,278-3.9% | $1,899+15.3% |
| Participant deferral / active EE | $8,583 | $3,425+150.6% | $3,382+153.7% | $3,046+181.7% |
| Admin fee / account holder | $5 | $91-94.0% | $5,275-99.9% | $91-94.0% |