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 COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $188,351 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $123,605 |
CITIGROUP GLOBAL MARKETS INC7 years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $47,669 |
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 | $567,335 | $185,545+205.8% | $90,767+525.0% | $89,433+534.4% |
| Participation rate | 95.7% | 85.0%+10.6pp | 75.7%+20.0pp | 71.3%+24.4pp |
| Annual return | 15.41% | -13.56%+29.0pp | -12.16%+27.6pp | -11.88%+27.3pp |
| Employer contribution / active EE | $10,606 | $7,210+47.1% | $2,922+263.0% | $3,021+251.1% |
| Participant deferral / active EE | $17,208 | $9,550+80.2% | $4,565+277.0% | $5,125+235.8% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |