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 COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $300,129 |
CITIGROUP GLOBAL MARKETS INC6 years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $148,650 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $47,560 |
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 | $535,194 | $239,209+123.7% | $106,554+402.3% | $106,520+402.4% |
| Participation rate | 95.2% | 89.6%+5.7pp | 76.1%+19.1pp | 71.3%+23.9pp |
| Annual return | 27.04% | 17.49%+9.5pp | 26.80%+0.2pp | 19.28%+7.8pp |
| Employer contribution / active EE | $2,202 | $6,641-66.8% | $2,819-21.9% | $2,840-22.5% |
| Participant deferral / active EE | $17,825 | $9,673+84.3% | $4,398+305.2% | $4,948+260.3% |
| Admin fee / account holder | $0 | $95-100.0% | $7,408-100.0% | $75-100.0% |