Filed September 30, 1993
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 NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $360,702 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $107,140 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS OF ILLINOIS, INC. Service code 23 · EIN 36-2691200 | Insurance services; Direct payment fr... | $70,432 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $40,000 |
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $10,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,917 | $71,957+29.1% | $67,652+37.3% | $59,188+57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | -2.91% | 8.53%-11.4pp | 6625.40%-6628.3pp | 5.51%-8.4pp |
| Employer contribution / active EE | $2,516 | $2,432+3.4% | $2,266+11.0% | $2,098+19.9% |
| Participant deferral / active EE | $4,771 | $4,211+13.3% | $3,560+34.0% | $3,265+46.1% |
| Admin fee / account holder | $114 | $64+78.1% | $4,821-97.6% | $92+23.9% |