Filed December 15, 1992
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 16 · EIN 36-2085229 | Consulting | $208,191 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $67,951 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 17 · EIN 36-2235791 | Pension Consulting | $41,200 |
FOLEY & LARDNER LLP2+ years Filed as: FOLEY & LARDNER Service code 29 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Legal | $19,715 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $8,950 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK INSTITUTIONAL TRUST CO Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94106 | Advisory (Plan) | $8,305 |
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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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 7.74% | 4.01%+3.7pp | 18.87%-11.1pp | 11.88%-4.1pp |
| Employer contribution / active EE | $12,037 | $9,840+22.3% | $19,828-39.3% | $14,612-17.6% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |