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 COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $259,426 |
CITIGROUP GLOBAL MARKETS INC3 years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $154,820 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $44,660 |
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 | $418,743 | $173,253+141.7% | $80,022+423.3% | $73,367+470.8% |
| Participation rate | 95.7% | 88.8%+6.8pp | 75.8%+19.8pp | 69.5%+26.2pp |
| Annual return | -8.41% | -2.12%-6.3pp | 11.22%-19.6pp | 173.45%-181.9pp |
| Employer contribution / active EE | $9,644 | $6,338+52.2% | $2,468+290.8% | $2,499+285.9% |
| Participant deferral / active EE | $15,555 | $8,893+74.9% | $3,686+322.0% | $4,033+285.7% |
| Admin fee / account holder | $0 | $90-100.0% | $6,521-100.0% | $68-100.0% |