Filed February 11, 2011 (most recent of 3 filings on file)
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 |
|---|---|---|
AON CONSULTING7 years Service code 11 · EIN 22-2945469 | Actuarial | $184,454 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $34,841 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONANDERSON LLP Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 26 · EIN 36-2085229 | Advisory (Participants) | $11,979 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN AG INSURANCE COMPANY Service code 22 · EIN 36-2661954 | Insurance Broker | $2,346 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -1.60% | 9.98%-11.6pp | 9.17%-10.8pp | 8.21%-9.8pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |