Filed April 28, 1998 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $38,000 |
MARQUETTE ASSOCIATES1 year Service code 16 180 N LASALLE STREET · CHICAGO, IL 60601 | Consulting | $10,238 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 15800 W. BLUEMOUND ROAD #100 · BROOKFIELD, WI 53005 | Actuarial | $6,904 |
WIPFLI LLP1 year Filed as: WIPFLI CPAS AND CONSULTANTS Service code 10 10000 INNOVATION DRIVE · MILWAUKEE, WI 53226 | Accounting | $6,850 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.77% | 79.68%-65.9pp | 16.78%-3.0pp | 23.90%-10.1pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |