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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 27 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Advisory (Plan) | $10,695 |
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Participant 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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 14.56% | 8.91%+5.7pp | 7.32%+7.2pp | 11.84%+2.7pp |
| Employer contribution / active EE | $2,959 | $8,713-66.0% | $23,426-87.4% | $17,339-82.9% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |