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 COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $969,752 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $143,750 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,713 | $94,554+46.7% | $133,982+3.5% | $106,273+30.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 79.8%-7.2pp | 70.8%+1.9pp |
| Annual return | 10.21% | 16.55%-6.3pp | 45.10%-34.9pp | 21.70%-11.5pp |
| Employer contribution / active EE | $5,144 | $2,503+105.5% | $3,919+31.3% | $2,722+89.0% |
| Participant deferral / active EE | $3,254 | $4,130-21.2% | $5,047-35.5% | $4,601-29.3% |
| Admin fee / account holder | $29 | $69-58.5% | $8,930-99.7% | $78-63.5% |