Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $608,107 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $267,033 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $32,500 |
AETNA LIFE INSURANCE COMPANY2 years Service code 13 · EIN 06-6033492 | Contract Administrator | $11,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 22.04% | 15.60%+6.4pp | 29.77%-7.7pp | 16.32%+5.7pp |
| Employer contribution / active EE | $24,130 | $11,838+103.8% | $33,607-28.2% | $17,007+41.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |