Filed September 16, 1992
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $59,604 |
VECTOR BENEFITS INC1+ years Filed as: VECTOR WEALTH MANAGEMENT LLC Service code 17 43SE MAIN ST · MINNEAPOLIS, MN 55414 | Pension Consulting | $28,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,254 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $6,950 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $35,433 | $54,890-35.4% | $63,244-44.0% | $59,188-40.1% |
| Participation rate | 96.2% | 75.6%+20.6pp | 71.0%+25.1pp | 69.4%+26.7pp |
| Annual return | 0.23% | 4.56%-4.3pp | -70.31%+70.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $868 | $1,831-52.6% | $2,322-62.6% | $2,098-58.6% |
| Participant deferral / active EE | $2,485 | $2,803-11.3% | $2,953-15.9% | $3,265-23.9% |
| Admin fee / account holder | $88 | $66+32.7% | $5,893-98.5% | $92-4.8% |