Filed March 9, 2001
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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $100,984 |
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $74,213 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 65-1214236 | Bank Trustee | $35,672 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6564496 | Accounting | $21,967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,707 | $68,413+72.1% | $123,105-4.4% | $55,191+113.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 86.8%+7.9pp | 69.2%+25.5pp |
| Annual return | -3.38% | 6.30%-9.7pp | 13.22%-16.6pp | 10.78%-14.2pp |
| Employer contribution / active EE | $1,014 | $3,050-66.7% | $5,151-80.3% | $1,899-46.6% |
| Participant deferral / active EE | $9,911 | $4,490+120.7% | $6,229+59.1% | $3,046+225.3% |
| Admin fee / account holder | $616 | $88+601.4% | $9,014-93.2% | $91+578.5% |