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 CO.PS TRUST Service code 50 · EIN 36-6041880 | Direct Payment | $619,364 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $117,985 |
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 | $421,130 | $67,228+526.4% | $117,861+257.3% | $77,958+440.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 14.19% | 19.13%-4.9pp | 335.11%-320.9pp | 20.87%-6.7pp |
| Employer contribution / active EE | $28,220 | $2,211+1176.5% | $3,786+645.3% | $2,310+1121.4% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $164 | $76+116.3% | $8,021-98.0% | $97+68.4% |