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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SCOUT INVESTMENTS, INC.1 year Service code 28 · EIN 43-1925734 | Investment Management | $115,438 |
BMO HARRIS BANK NA8 years Filed as: BMO HARRIS BANK, N.A. Service code 16 · EIN 36-2085229 | Consulting | $50,854 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $44,083 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 23-1159360 | Actuarial | $32,023 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $16,463 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $13,122 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 9.51% | 7.81%+1.7pp | 9.51%0pp | 22.81%-13.3pp |
| Employer contribution / active EE | $0 | $7,502-100.0% | $23,377-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |