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 | $1,128,236 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $141,740 |
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 | $500,095 | $85,144+487.4% | $130,070+284.5% | $80,187+523.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 12.43% | 23.78%-11.4pp | -137.40%+149.8pp | 40.40%-28.0pp |
| Employer contribution / active EE | $39,316 | $3,059+1185.2% | $4,322+809.6% | $2,980+1219.5% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $232 | $392-40.7% | $10,600-97.8% | $145+60.2% |