Filed May 12, 1994
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 |
|---|---|---|
Filed as: JB INVESTMENT MANAGEMENT Service code 28 · EIN 32-0153630 | Investment Management | $19,616 |
BMO HARRIS BANK NA6+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 36-2085229 | Bank Trustee | $18,449 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 11.31% | -14.68%+26.0pp | -2.84%+14.1pp | 259.19%-247.9pp |
| Employer contribution / active EE | $38,774 | $47,728-18.8% | $33,329+16.3% | $41,472-6.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |