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 CONSULTING5 years Service code 11 · EIN 22-2945469 | Actuarial | $195,336 |
AON CONSULTING1 year Filed as: AON INVESTMENT CONSULTING LLC Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $158,268 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 26 · EIN 36-2085229 | Advisory (Participants) | $16,774 |
STROHM BALLWEG LLP8+ years Service code 10 · EIN 39-1969986 | Accounting | $9,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN AG INSURANCE CO Service code 22 · EIN 32-2661954 | Insurance Broker | $1,739 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -24.70% | -12.85%-11.9pp | -3.21%-21.5pp | -5.25%-19.5pp |
| Employer contribution / active EE | $24,541 | $16,520+48.6% | $46,051-46.7% | $15,161+61.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |