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 | $1,010,460 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $177,652 |
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 | $540,513 | $91,746+489.1% | $146,649+268.6% | $93,010+481.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 17.47% | 18.28%-0.8pp | 22.75%-5.3pp | 158.70%-141.2pp |
| Employer contribution / active EE | $32,132 | $2,815+1041.6% | $4,137+676.7% | $2,705+1087.8% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $229 | $101+126.1% | $10,281-97.8% | $152+50.9% |