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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $12,947 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 8.73% | 4.40%+4.3pp | 18.87%-10.1pp | 4.56%+4.2pp |
| Employer contribution / active EE | $3,627 | $10,694-66.1% | $19,828-81.7% | $15,526-76.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |