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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 13 · EIN 06-6275604 50 SOUTH LASALLE ST., 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $409,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,069 | $54,281+69.6% | $60,547+52.1% | $59,188+55.6% |
| Participation rate | 97.5% | 66.8%+30.7pp | 68.0%+29.6pp | 69.4%+28.1pp |
| Annual return | 0.02% | 1.74%-1.7pp | 335.64%-335.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $9,265 | $2,031+356.1% | $2,419+283.0% | $2,098+341.6% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $327 | $64+406.3% | $4,536-92.8% | $92+254.1% |