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 COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $431,669 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $261,965 |
CITIGROUP GLOBAL MARKETS INC8 years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $127,468 |
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 | $620,474 | $225,491+175.2% | $98,462+530.2% | $96,393+543.7% |
| Participation rate | 94.9% | 87.3%+7.5pp | 75.2%+19.7pp | 71.3%+23.6pp |
| Annual return | 8.85% | 19.53%-10.7pp | 21.20%-12.4pp | 22.88%-14.0pp |
| Employer contribution / active EE | $12,096 | $8,386+44.2% | $3,049+296.7% | $3,239+273.5% |
| Participant deferral / active EE | $19,327 | $10,872+77.8% | $4,738+307.9% | $5,455+254.3% |
| Admin fee / account holder | $0 | $87-100.0% | $8,875-100.0% | $74-100.0% |