Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 18 · EIN 36-1561860 | Custodial (other than securities); Ac... | $70,267 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,394 | $46,325-66.8% | $143,788-89.3% | $64,814-76.2% |
| Participation rate | 88.2% | 64.2%+24.0pp | 80.3%+7.9pp | 71.5%+16.7pp |
| Annual return | -13.04% | -10.05%-3.0pp | -0.03%-13.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $1,675 | $1,911-12.3% | $4,952-66.2% | $2,507-33.2% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $94 | $154-38.8% | $14,675-99.4% | $188-49.8% |