Filed February 24, 1994 (most recent of 2 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+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $720,385 |
CITIGROUP GLOBAL MARKETS INC1+ years Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $106,675 |
Filed as: VOYA INSTITUTIONAL PLAN SERVS,LLC Service code 13 · EIN 02-0488491 | Contract Administrator | $51,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,321 | $158,120+186.7% | $68,509+561.7% | $69,651+550.9% |
| Participation rate | 95.9% | 88.0%+7.9pp | 74.7%+21.2pp | 66.6%+29.3pp |
| Annual return | -7.02% | 3.41%-10.4pp | 8.27%-15.3pp | 53.77%-60.8pp |
| Employer contribution / active EE | $9,546 | $5,427+75.9% | $2,278+319.1% | $2,241+326.1% |
| Participant deferral / active EE | $15,569 | $7,897+97.1% | $3,382+360.3% | $3,635+328.3% |
| Admin fee / account holder | $0 | $74-100.0% | $5,275-100.0% | $63-100.0% |