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 COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $260,754 |
CITIGROUP GLOBAL MARKETS INC2 years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $137,374 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $45,610 |
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 | $498,486 | $187,373+166.0% | $91,004+447.8% | $80,976+515.6% |
| Participation rate | 96.0% | 87.5%+8.5pp | 75.6%+20.4pp | 68.3%+27.7pp |
| Annual return | 4.71% | 16.95%-12.2pp | 4.60%+0.1pp | 22.91%-18.2pp |
| Employer contribution / active EE | $9,643 | $5,838+65.2% | $2,456+292.7% | $2,402+301.4% |
| Participant deferral / active EE | $15,613 | $8,375+86.4% | $3,548+340.1% | $3,848+305.7% |
| Admin fee / account holder | $0 | $91-100.0% | $5,417-100.0% | $67-100.0% |