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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $159,375 |
Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $141,168 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES, Service code 13 · EIN 02-0488491 | Contract Administrator | $52,930 |
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 | $505,782 | $169,122+199.1% | $78,002+548.4% | $329,111+53.7% |
| Participation rate | 96.2% | 88.4%+7.9pp | 75.5%+20.7pp | 67.9%+28.4pp |
| Annual return | 14.68% | 11.00%+3.7pp | 425.99%-411.3pp | 16.35%-1.7pp |
| Employer contribution / active EE | $9,639 | $5,827+65.4% | $2,470+290.2% | $2,303+318.5% |
| Participant deferral / active EE | $15,651 | $8,046+94.5% | $3,497+347.6% | $3,682+325.1% |
| Admin fee / account holder | $0 | $83-100.0% | $5,481-100.0% | $754-100.0% |