Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 | Securities Custodian | $171,593 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 17.55% | 3.90%+13.7pp | 8.61%+8.9pp | 8.76%+8.8pp |
| Employer contribution / active EE | $29,085 | $12,005+142.3% | $33,046-12.0% | $16,664+74.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |