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 |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,372 |
SEI INVESTMENTS1 year Service code 28 · EIN 23-1707341 | Investment Management | $1,218 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $325 |
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 | $107,500 | $116,203-7.5% | $93,621+14.8% | $152,914-29.7% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.8%+11.1pp | 82.5%+4.5pp |
| Annual return | 17.19% | 35.96%-18.8pp | 32.76%-15.6pp | 345.48%-328.3pp |
| Employer contribution / active EE | $1,853 | $3,219-42.4% | $2,719-31.8% | $4,764-61.1% |
| Participant deferral / active EE | $6,717 | $4,605+45.9% | $4,070+65.1% | $5,852+14.8% |
| Admin fee / account holder | $11 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |