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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 18 · EIN 36-1561860 | Other fees; Account maintenance fees;... | $71,130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $36,904-51.8% | $158,223-88.7% | $65,191-72.7% |
| Participation rate | 93.6% | 62.1%+31.5pp | 79.2%+14.4pp | 63.0%+30.6pp |
| Annual return | 11.11% | 24.43%-13.3pp | 52.09%-41.0pp | 51.24%-40.1pp |
| Employer contribution / active EE | $2,056 | $1,489+38.1% | $4,109-50.0% | $2,400-14.3% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $86 | $793-89.2% | $16,047-99.5% | $907-90.5% |