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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $133,593 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 17 · EIN 06-1053228 | Pension Consulting | $31,900 |
Service code 10 · EIN 95-4345526 | Accounting | $25,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -13.30% | -15.55%+2.3pp | -5.12%-8.2pp | 39.77%-53.1pp |
| Employer contribution / active EE | $3,333 | $14,317-76.7% | $31,020-89.3% | $19,959-83.3% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |