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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 27 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Advisory (Plan) | $6,384 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 2.19% | 9.45%-7.3pp | 5.04%-2.9pp | 7.65%-5.5pp |
| Employer contribution / active EE | $434 | $14,895-97.1% | $26,454-98.4% | $20,582-97.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |