Filed June 9, 2005 (most recent of 3 filings on file)
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 NA1 year Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $336,990 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 71 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $94,146 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 22 · EIN 42-0127290 | Insurance Broker | $11,491 |
SIKICH LLP1 year Service code 11 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Actuarial | $9,533 |
VEDDER PRICE1 year Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 8677 SOLUTION CENTER · CHICAGO, IL 606778006 | Legal | $6,375 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 3.16% | 0.80%+2.4pp | 5.44%-2.3pp | 4.16%-1.0pp |
| Employer contribution / active EE | $241,882 | $37,563+543.9% | $25,481+849.3% | $42,918+463.6% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |