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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $103,642 |
L&G3 years Service code 27 · EIN 35-7085469 | Advisory (Plan) | $11,866 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $6,300-100.0% | $319,563-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 41.2%-41.2pp | 11.0%-11.0pp |
| Annual return | 0.26% | 6.59%-6.3pp | 7.21%-7.0pp | 8.21%-8.0pp |
| Employer contribution / active EE | $0 | $8,564-100.0% | $33,128-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |