Filed December 21, 2016 (most recent of 6 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCMASTER-CARR SUPPLY COMPANY PS TRU Service code 50 · EIN 36-6041880 | Direct Payment | $1,381,312 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $142,059 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $550,261 | $2,703,213-79.6% | $165,100+233.3% | $200,096+175.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 12.73% | 17.97%-5.2pp | 70.21%-57.5pp | 34.26%-21.5pp |
| Employer contribution / active EE | $40,646 | $2,973+1267.4% | $4,348+834.8% | $3,038+1238.1% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $279 | $1,999-86.1% | $12,696-97.8% | $269+3.5% |