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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 18 · EIN 36-3046063 | Custodial (other than securities); Ac... | $54,936 |
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 | $15,542 | $46,173-66.3% | $170,442-90.9% | $69,631-77.7% |
| Participation rate | 96.3% | 63.9%+32.4pp | 83.6%+12.7pp | 70.7%+25.6pp |
| Annual return | 10.81% | 21.62%-10.8pp | 205.93%-195.1pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $1,732 | $1,610+7.6% | $5,433-68.1% | $2,032-14.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $85 | $116-26.6% | $13,880-99.4% | $110-22.9% |