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 |
|---|---|---|
Service code 50 · EIN 36-6041880 | Direct Payment | $426,695 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $106,260 |
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 | $321,199 | $74,498+331.1% | $94,229+240.9% | $59,188+442.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.8%+21.2pp | 69.4%+30.6pp |
| Annual return | -3.11% | 2.76%-5.9pp | 10.68%-13.8pp | 5.51%-8.6pp |
| Employer contribution / active EE | $24,009 | $2,077+1055.7% | $3,587+569.4% | $2,098+1044.4% |
| Participant deferral / active EE | $0 | $3,433-100.0% | $4,320-100.0% | $3,265-100.0% |
| Admin fee / account holder | $109 | $103+6.3% | $6,269-98.3% | $92+18.6% |