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 CO4+ years Service code 28 · EIN 45-2034777 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $2,933,299 |
BELLWETHER CONSULTING LLC4+ years Service code 70 · EIN 22-3784192 P O BOX 31 · MILBURN, NJ 07041 | Consulting Fees | $72,899 |
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 | INTERNATIONAL FIBER CORP | — | 50 BRIDGE ST NORTH TONAWANDA, NY 14120 | — |
| Part 1 Loan in default | OZ MIDCO AS | — | — | — |
| Part 1 Loan in default | FIRSTENERGY SOLUTIONS CORP | — | 341 WHITE POND DR. AKRON, OH 44320 | — |
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 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.92% | -1.92%-2.0pp | -2.18%-1.7pp | 73.13%-77.1pp |
| Employer contribution / active EE | $0 | $10,821-100.0% | $38,751-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |