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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $421,255 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $390,248 |
Service code 17 · EIN 53-0181291 | Pension Consulting | $97,623 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $43,721 |
WIPFLI LLP5+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,900 |
Filed as: WILLIS OF ILLINOIS, INC Service code 22 · EIN 36-2691200 | Insurance Broker | $9,133 |
Service code 70 · EIN 13-4206965 | Consulting Fees | $7,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 19.16% | 221.56%-202.4pp | 29.77%-10.6pp | 53.27%-34.1pp |
| Employer contribution / active EE | $19,195 | $12,096+58.7% | $33,607-42.9% | $14,774+29.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |