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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Other Services | $42,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,464 | $85,515-32.8% | $112,040-48.7% | $67,986-15.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 11.10% | 29.68%-18.6pp | 24.52%-13.4pp | 31.67%-20.6pp |
| Employer contribution / active EE | $2,681 | $2,191+22.4% | $2,954-9.2% | $2,019+32.8% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $296 | $3,774-92.2% | $12,098-97.6% | $3,203-90.8% |