Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-1561860 | Plan Administrator | $324,541 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $211,228 |
BLACKROCK2 years Service code 27 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $18,176 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $232,077-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 3.24% | 10.61%-7.4pp | 12.61%-9.4pp | 10.61%-7.4pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $25,149-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $22-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $271,923-100.0% | - |