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 | $462,724 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $124,980 |
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 | $354,414 | $61,125+479.8% | $108,582+226.4% | $63,975+454.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.9pp |
| Annual return | 7.59% | 14.06%-6.5pp | -51.70%+59.3pp | 48.65%-41.1pp |
| Employer contribution / active EE | $24,949 | $2,237+1015.5% | $3,758+563.8% | $2,182+1043.6% |
| Participant deferral / active EE | $0 | $3,574-100.0% | $4,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $124 | $72+72.9% | $7,645-98.4% | $70+76.6% |