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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 53-0181291 | Investment Management | $1,128,126 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $149,370 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 18 PO BOX 25359 · SANTA ANA, CA 92799 | Custodial (other than securities) | $37,930 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $21,888 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | 9.20% | 1.58%+7.6pp | 7.47%+1.7pp | 9.89%-0.7pp |
| Employer contribution / active EE | $0 | $9,266-100.0% | $44,557-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |