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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 13 · EIN 36-3608252 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $389,276 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $19,518 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,201 | $58,347+112.9% | $85,708+44.9% | $86,828+43.0% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.9%+27.9pp | 72.3%+25.5pp |
| Annual return | 8.21% | 18.43%-10.2pp | 21.49%-13.3pp | 97.95%-89.7pp |
| Employer contribution / active EE | $4,190 | $1,751+139.3% | $2,618+60.0% | $2,406+74.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,922-100.0% | $4,132-100.0% |
| Admin fee / account holder | $357 | $147+142.4% | $6,876-94.8% | $170+110.8% |