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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 18 · EIN 36-3046063 | Other fees; Custodial (other than sec... | $52,236 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,472 | $36,916-60.8% | $156,549-90.8% | $57,658-74.9% |
| Participation rate | 96.0% | 63.4%+32.5pp | 84.0%+12.0pp | 70.2%+25.7pp |
| Annual return | -0.14% | 12.38%-12.5pp | 32.23%-32.4pp | 5.13%-5.3pp |
| Employer contribution / active EE | $1,560 | $1,571-0.7% | $5,501-71.7% | $1,974-21.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $83 | $82+0.4% | $13,027-99.4% | $95-12.4% |