Filed June 25, 2009
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.
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA7+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 36-2085229 | Bank Trustee | $25,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $24,808 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 19 · EIN 22-3361201 | Securities Custodian | $16,777 |
GARDNER RUSSO6 years Filed as: GARDNER, RUSSO & GARDNER LLC Service code 19 · EIN 23-2673088 | Securities Custodian | $13,986 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -11.63% | -12.59%+1.0pp | -11.06%-0.6pp | -5.25%-6.4pp |
| Employer contribution / active EE | $0 | $15,979-100.0% | $55,362-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |