Filed April 1, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,198,722 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $561,392 |
ARNERICH MASSENA1+ years Filed as: ARNERICH MASSENA AND ASSOCIATES Service code 27 · EIN 93-1119724 | Advisory (Plan) | $160,362 |
BRIDGETOWN PRINTING1+ years Service code 49 · EIN 93-1209606 | Other Services | $54,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,648 | $79,480+70.7% | $108,582+24.9% | $329,111-58.8% |
| Participation rate | 59.2% | 72.0%-12.9pp | 79.6%-20.4pp | 67.9%-8.7pp |
| Annual return | 1.71% | 18.07%-16.4pp | -51.70%+53.4pp | 16.35%-14.6pp |
| Employer contribution / active EE | $4,069 | $2,317+75.6% | $3,758+8.3% | $2,303+76.6% |
| Participant deferral / active EE | $3,537 | $3,243+9.1% | $4,311-17.9% | $3,682-3.9% |
| Admin fee / account holder | $80 | $68+17.5% | $7,645-99.0% | $754-89.4% |