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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Other Services | $34,783 |
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 | $55,156 | $76,112-27.5% | $96,534-42.9% | $71,511-22.9% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 12.91% | 22.81%-9.9pp | 25.88%-13.0pp | 28.86%-15.9pp |
| Employer contribution / active EE | $3,527 | $2,248+56.9% | $2,965+18.9% | $2,589+36.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $295 | $2,708-89.1% | $8,253-96.4% | $1,588-81.4% |