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 CO9+ years Service code 28 · EIN 45-2034777 | Investment Management | $2,948,617 |
BELLWETHER CONSULTING LLC9+ years Service code 70 · EIN 22-3784192 | Consulting Fees | $95,825 |
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 | MATRIX PARENT, INC. | — | 20813 STEVENS CREEK BLVD CUPERTINO, CA 95014 | — |
| Part 1 Loan in default | ANAGRAM INTERNATIONAL, INC. | — | 7700 ANAGRAM DR. EDEN PRAIRIE, MN 55344 | — |
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 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 11.48% | 33.11%-21.6pp | 12.68%-1.2pp | 33.11%-21.6pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |