Filed February 15, 1999
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA10+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $277,041 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $198,172 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $162,982 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 3.99% | 7.65%-3.7pp | 3.39%+0.6pp | 7.65%-3.7pp |
| Employer contribution / active EE | $2,872 | $20,582-86.0% | $31,780-91.0% | $20,582-86.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |