Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $152,910 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $133,936 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $27,281 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST SECURITIES, INC. Service code 33 · EIN 36-3608252 | Securities brokerage; Securities brok... | $19,585 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 6.15% | 21.83%-15.7pp | 8.97%-2.8pp | 21.83%-15.7pp |
| Employer contribution / active EE | $6,709 | $12,237-45.2% | $37,026-81.9% | $12,237-45.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |