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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Service code 13 · EIN 36-1561860 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $465,268 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $10,500 |
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 | $110,436 | $46,423+137.9% | $75,906+45.5% | $67,584+63.4% |
| Participation rate | 97.8% | 63.1%+34.7pp | 69.3%+28.5pp | 71.3%+26.5pp |
| Annual return | 21.85% | 32.29%-10.4pp | 30.73%-8.9pp | 378.59%-356.7pp |
| Employer contribution / active EE | $4,221 | $1,406+200.2% | $2,501+68.8% | $2,148+96.5% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,540-100.0% |
| Admin fee / account holder | $412 | $132+212.9% | $5,421-92.4% | $142+189.7% |