Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $41,533 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $282,424-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 27.9%-27.9pp | 2.9%-2.9pp |
| Annual return | 7.06% | 8.39%-1.3pp | 3.87%+3.2pp | 8.39%-1.3pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $28,590-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $13-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,735-100.0% | $200-100.0% |