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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $118,839 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP INC Service code 17 · EIN 06-1053228 | Pension Consulting | $35,800 |
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.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 3.33% | 8.82%-5.5pp | 7.69%-4.4pp | 9.89%-6.6pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,501-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |