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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,239 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 | Actuarial | $47,964 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $162,072-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 33.1%-33.1pp | 13.5%-13.5pp |
| Annual return | 10.15% | 9.38%+0.8pp | 8.01%+2.1pp | 9.29%+0.9pp |
| Employer contribution / active EE | $28,750 | $9,605+199.3% | $29,476-2.5% | $15,168+89.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $630-100.0% | $2,037-100.0% |