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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $389,897 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $349,350 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $292,146 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $113,818 |
Service code 17 · EIN 34-1753575 | Pension Consulting | $90,801 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 28 · EIN 34-1111088 | Investment Management | $90,022 |
Service code 11 · EIN 53-0181291 | Actuarial | $63,409 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 123.42% | 22.40%+101.0pp | 29.77%+93.7pp | 21.83%+101.6pp |
| Employer contribution / active EE | $4,235 | $13,519-68.7% | $33,607-87.4% | $12,237-65.4% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |