Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $474,534 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 16 · EIN 13-2834414 | Consulting | $43,217 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $39,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,734 | $96,461-8.0% | $68,815+28.9% | $89,433-0.8% |
| Participation rate | 63.0% | 64.2%-1.2pp | 69.0%-6.0pp | 71.3%-8.2pp |
| Annual return | -15.99% | -13.05%-2.9pp | -6.37%-9.6pp | -11.88%-4.1pp |
| Employer contribution / active EE | $1,716 | $3,671-53.2% | $2,656-35.4% | $3,021-43.2% |
| Participant deferral / active EE | $3,709 | $4,123-10.1% | $3,943-5.9% | $5,125-27.6% |
| Admin fee / account holder | $7 | $102-92.7% | $4,936-99.8% | $79-90.6% |