Filed April 23, 1991
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.
| Provider | Service type | Compensation |
|---|---|---|
NM INVESTMENT MGMT CO2+ years Service code 28 · EIN 45-2034777 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $3,048,146 |
BELLWETHER CONSULTING LLC2+ years Service code 70 · EIN 22-3784192 P O BOX 31 · MILBURN, NJ 07041 | Consulting Fees | $70,647 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | ASCENT RESOURCES LLC | — | 3501 NW 63RD ST OKLAHOMA CITY, OK 73116 | — |
| Part 1 Loan in default | IRACORE INTERNATIONAL, INC | — | 3516 E 13TH AV HIBBING, MN 55746 | — |
| Part 1 Loan in default | INTERNATIONAL FIBER CORP | — | 50 BRIDGE ST NORTH TONAWANDA, NY 14120 | — |
| Part 1 Loan in default | ULTRA RESOURCES, INC | — | 400 N SAM HOUSTON PKWY EAST SUITE 1200 HOUSTON, TX 77060 | — |
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 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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 9.85% | 7.44%+2.4pp | 4.74%+5.1pp | 5.86%+4.0pp |
| Employer contribution / active EE | $0 | $12,240-100.0% | $36,089-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |