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 Service code 27 · EIN 36-1561860 | Advisory (Plan) | $179,583 |
US BANK2+ years Service code 13 · EIN 41-0417860 | Contract Administrator | $50,892 |
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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 | $0 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.03% | 17.84%-8.8pp | 10.66%-1.6pp | 17.84%-8.8pp |
| Employer contribution / active EE | $14,273 | $14,688-2.8% | $30,880-53.8% | $14,688-2.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |