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 | $89,465-61.0% | $165,071-78.8% | $77,736-55.1% |
| Participation rate | 99.7% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.1pp |
| Annual return | 7.13% | 28.86%-21.7pp | 70.17%-63.0pp | 31.26%-24.1pp |
| Employer contribution / active EE | $1,645 | $2,565-35.9% | $4,347-62.2% | $2,728-39.7% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $79 | $340-76.7% | $12,695-99.4% | $433-81.7% |