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 CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $188,006 |
BMO HARRIS BANK NA2+ years Service code 26 · EIN 36-2085229 | Advisory (Participants) | $16,709 |
STROHM BALLWEG LLP2+ years Service code 10 · EIN 39-1969986 | Accounting | $7,800 |
AON CONSULTING2+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 23 · EIN 95-3252415 | Insurance services | $7,075 |
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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% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 9.52% | 5.80%+3.7pp | 4.74%+4.8pp | 11.88%-2.4pp |
| Employer contribution / active EE | $16,364 | $15,506+5.5% | $36,089-54.7% | $14,612+12.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |