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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 12 · EIN 36-1561860 | Float revenue; Claims processing; Rec... | $96,714 |
Service code 16 · EIN 13-3200244 | Consulting | $87,464 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $60,062 |
BOSTON PARTNERS2+ years Service code 16 · EIN 98-0202744 | Consulting | $12,122 |
LANER MUCHIN2+ years Service code 29 · EIN 36-3088463 | Legal | $9,221 |
LEGG MASON1 year Filed as: LEGG MASON FBO CLEARBRIDGE Service code 16 · EIN 01-0846058 | Consulting | $8,184 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 16 · EIN 26-0319356 | Consulting | $7,602 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 2.27% | 4.23%-2.0pp | 3.97%-1.7pp | 4.56%-2.3pp |
| Employer contribution / active EE | $16,495 | $16,147+2.2% | $28,168-41.4% | $15,526+6.2% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |