Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-1561860 | Plan Administrator | $329,151 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $207,555 |
BLACKROCK1 year Service code 27 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $24,148 |
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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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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 16.08% | 8.76%+7.3pp | 148.78%-132.7pp | 8.76%+7.3pp |
| Employer contribution / active EE | $6,525 | $16,664-60.8% | $26,858-75.7% | $16,664-60.8% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |