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 NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 16 · EIN 36-2085229 | Consulting | $179,956 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360 400 NORTH EXECUTIVE DRIVE · BROOKFIELD, WI 53005 | Actuarial | $40,431 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 17 · EIN 36-2235791 | Pension Consulting | $40,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 205 NORTH MICHIGAN AVENUE · CHICAGO, IL 606015927 | Accounting | $9,500 |
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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.
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 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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 17.01% | 38.09%-21.1pp | -100.31%+117.3pp | 16.32%+0.7pp |
| Employer contribution / active EE | $0 | $10,322-100.0% | $18,686-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |