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 NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 16 · EIN 36-2085229 111 W MONROE ST · CHICAGO, IL 60603 | Consulting | $187,223 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 17 · EIN 36-2235791 200 E RANDOLPH ST · CHICAGO, IL 60601 | Pension Consulting | $33,583 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 23-1159360 400 NORTH EXECUTIVE DRIVE · BROOKFIELD, WI 53005 | Actuarial | $33,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 205 NORTH MICHIGAN AVENUE · CHICAGO, IL 606015927 | Accounting | $9,950 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 13.12% | 9.42%+3.7pp | 10.57%+2.5pp | 627.08%-614.0pp |
| Employer contribution / active EE | $0 | $11,814-100.0% | $18,335-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |