Filed July 30, 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 NA2+ years Filed as: BMO HARRIS BANK Service code 19 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $20,775 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 462500460 | Actuarial | $19,097 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $10,434 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 5.15% | 7.64%-2.5pp | 7.98%-2.8pp | 11.88%-6.7pp |
| Employer contribution / active EE | $10,648 | $10,406+2.3% | $23,724-55.1% | $14,612-27.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |