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 COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $748,337 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $178,125 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $171,625 | $107,401+59.8% | $146,649+17.0% | $106,520+61.1% |
| Participation rate | 74.5% | 78.6%-4.2pp | 80.1%-5.6pp | 71.3%+3.1pp |
| Annual return | 33.42% | 18.50%+14.9pp | 22.75%+10.7pp | 19.28%+14.1pp |
| Employer contribution / active EE | $3,537 | $2,794+26.6% | $4,137-14.5% | $2,840+24.5% |
| Participant deferral / active EE | $5,711 | $4,619+23.6% | $5,506+3.7% | $4,948+15.4% |
| Admin fee / account holder | $23 | $65-64.1% | $10,281-99.8% | $75-68.9% |