Filed November 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $27,767 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,913 | $89,438-61.0% | $164,928-78.8% | $77,692-55.1% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 7.13% | 28.82%-21.7pp | 70.08%-62.9pp | 31.25%-24.1pp |
| Employer contribution / active EE | $1,645 | $2,567-35.9% | $4,343-62.1% | $2,726-39.7% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $79 | $340-76.7% | $12,684-99.4% | $431-81.6% |