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 COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,193,130 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $555,839 |
ARNERICH MASSENA2+ years Filed as: ARNERICH MASSENA AND ASSOCIATES Service code 27 · EIN 93-1119724 | Advisory (Plan) | $66,846 |
BRIDGETOWN PRINTING2+ years Service code 49 · EIN 93-1209606 | Other Services | $45,990 |
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 | $140,377 | $79,240+77.2% | $117,861+19.1% | $80,976+73.4% |
| Participation rate | 59.5% | 68.1%-8.6pp | 79.7%-20.1pp | 68.3%-8.7pp |
| Annual return | 9.71% | 34.09%-24.4pp | 335.11%-325.4pp | 22.91%-13.2pp |
| Employer contribution / active EE | $4,065 | $2,142+89.8% | $3,786+7.4% | $2,402+69.2% |
| Participant deferral / active EE | $3,541 | $3,102+14.2% | $4,482-21.0% | $3,848-8.0% |
| Admin fee / account holder | $70 | $65+7.9% | $8,021-99.1% | $67+4.0% |