| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $1,331,180 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 16 · EIN 56-0574444 | Consulting | $9,969 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -22.51% | 3.60%-26.1pp | 4.95%-27.5pp | 8.76%-31.3pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |