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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 13 · EIN 06-6275604 50 SOUTH LASALLE ST., 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $588,220 |
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 | $98,411 | $168,231-41.5% | $67,836+45.1% | $63,975+53.8% |
| Participation rate | 98.3% | 66.8%+31.5pp | 68.8%+29.5pp | 71.1%+27.2pp |
| Annual return | 8.32% | 11.76%-3.4pp | 138.49%-130.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4,327 | $1,907+126.9% | $2,404+80.0% | $2,182+98.3% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $486 | $81+503.8% | $4,621-89.5% | $70+590.3% |