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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $59,232 |
SAGE PENSION RESOURCES, INC.7+ years Service code 11 · EIN 26-4419530 | Actuarial | $55,915 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 7.96% | 11.70%-3.7pp | 7.32%+0.6pp | 18.35%-10.4pp |
| Employer contribution / active EE | $11,500 | $9,106+26.3% | $23,426-50.9% | $14,669-21.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |