Filed May 24, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 45-3056700 | Investment Management | $689,588 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $54,077 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 12.81% | 9.90%+2.9pp | 12.68%+0.1pp | 13.18%-0.4pp |
| Employer contribution / active EE | $0 | $7,519-100.0% | $41,626-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |