| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 500 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $39,104 |
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $30,771 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $29,613 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK TOWNSEND STOCKTON, LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $28,087 |
AETNA LIFE INSURANCE COMPANY6 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $15,542 |
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 5.24% | 8.82%-3.6pp | 7.69%-2.4pp | 9.89%-4.7pp |
| Employer contribution / active EE | $30,968 | $12,837+141.2% | $28,501+8.7% | $14,313+116.4% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |