Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST, INC. Service code 28 · EIN 36-2723087 | Investment Management | $214,435 |
US BANK2+ years Service code 19 · EIN 41-6271370 | Securities Custodian | $37,520 |
AON CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $35,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,642 | $38,833+56.2% | $78,775-23.0% | $77,958-22.2% |
| Participation rate | 97.7% | 60.9%+36.8pp | 69.2%+28.5pp | 71.6%+26.0pp |
| Annual return | 9.32% | 20.31%-11.0pp | 35.62%-26.3pp | 20.87%-11.5pp |
| Employer contribution / active EE | $4,318 | $840+414.3% | $1,986+117.4% | $2,310+86.9% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $226 | $89+153.5% | $5,132-95.6% | $97+131.7% |