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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 18 · EIN 36-1561860 | Investment advisory (plan); Other fee... | $71,130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $36,002-50.6% | $161,489-89.0% | $64,728-72.5% |
| Participation rate | 93.6% | 57.4%+36.2pp | 78.7%+14.9pp | 57.9%+35.7pp |
| Annual return | 11.11% | 33.93%-22.8pp | 89.72%-78.6pp | 49.38%-38.3pp |
| Employer contribution / active EE | $2,056 | $1,380+49.1% | $4,268-51.8% | $2,243-8.3% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $86 | $931-90.8% | $16,006-99.5% | $1,145-92.5% |