Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,391 |
BALDWIN & BALDWIN PLLC1+ years Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 27 · EIN 47-5476782 | Advisory (Plan) | $18,750 |
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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 | $49,655-100.0% | $328,890-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 18.6%-18.6pp |
| Annual return | 12.36% | 10.11%+2.3pp | 8.43%+3.9pp | 9.77%+2.6pp |
| Employer contribution / active EE | $29,684 | $17,214+72.4% | $29,249+1.5% | $13,890+113.7% |
| Participant deferral / active EE | $0 | $36-100.0% | $13-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,081-100.0% | $2,893-100.0% |