Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $340,489 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 300 TRI STATE INTERNATIONAL # 400 · LINCOLNSHIRE, IL 60069 | Investment Management | $319,022 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -7.06% | 5.09%-12.2pp | 5.00%-12.1pp | 7.18%-14.2pp |
| Employer contribution / active EE | $7,255 | $7,393-1.9% | $35,918-79.8% | $13,095-44.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |