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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $76,959 |
BADGLEY PHELPS & BELL INC4+ years Filed as: BADGLEY PHELPS, INC. Service code 28 · EIN 91-0789795 | Investment Management | $12,055 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -1.33% | -2.51%+1.2pp | -102.04%+100.7pp | -0.69%-0.6pp |
| Employer contribution / active EE | $12,308 | $11,346+8.5% | $36,232-66.0% | $16,786-26.7% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |