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 COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $99,980 |
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $69,931 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 65-1214236 | Bank Trustee | $39,597 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6564496 | Accounting | $24,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,958 | $89,739+86.0% | $149,718+11.5% | $62,292+168.0% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.1pp | 69.5%+26.7pp |
| Annual return | 15.42% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $955 | $3,233-70.4% | $5,445-82.5% | $2,042-53.2% |
| Participant deferral / active EE | $10,475 | $4,797+118.4% | $6,569+59.5% | $3,169+230.5% |
| Admin fee / account holder | $704 | $551+27.8% | $11,283-93.8% | $479+47.0% |