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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 25 · EIN 36-2723087 | Directed Trustee | $50,255 |
ROCHE HOLDINGS1+ years Service code 21 NORTH AMERICA ROCHE HOLDINGS, INC. · SOUTH SAN FRANCISCO, CA 94080 | Bank Trustee | $7,021 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 13.17% | 9.56%+3.6pp | 14.41%-1.2pp | 17.84%-4.7pp |
| Employer contribution / active EE | $19,524 | $24,624-20.7% | $45,283-56.9% | $14,688+32.9% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |