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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $406,675 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $403,719 |
BMO HARRIS BANK NA2+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $57,270 |
Filed as: WILLIS OF ILLINOIS, INC. Service code 22 · EIN 36-2691200 | Insurance Broker | $26,641 |
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $16,850 |
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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 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -19.28% | 17.94%-37.2pp | 5.44%-24.7pp | 7.18%-26.5pp |
| Employer contribution / active EE | $9,486 | $12,263-22.6% | $25,481-62.8% | $13,095-27.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |