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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-1733361 | Investment Mgmt Fees | $389,892 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $236,820 |
BMO HARRIS BANK NA8+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $46,101 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $12,250 |
Filed as: LOCKTON COMPANIES, LLC Service code 23 · EIN 20-3354970 | Insurance services | $10,084 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -21.76% | 1.88%-23.6pp | -5.12%-16.6pp | 2.78%-24.5pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |