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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-3046063 | Recordkeeping | $170,685 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 7.65% | 13.54%-5.9pp | 13.48%-5.8pp | 16.32%-8.7pp |
| Employer contribution / active EE | $68,900 | $37,659+83.0% | $47,067+46.4% | $17,007+305.1% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |