Filed March 31, 1999
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 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $45,132 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $9,646 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $7,723 |
Filed as: ONE AMERICA RETIREMENT SERVICES Service code 13 · EIN 46-5378846 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,500 | $43,423+147.6% | $78,676+36.6% | $55,167+94.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 11.77% | 11.53%+0.2pp | 62.19%-50.4pp | 169.23%-157.5pp |
| Employer contribution / active EE | $6,676 | $1,997+234.3% | $2,850+134.2% | $1,963+240.1% |
| Participant deferral / active EE | $5,676 | $2,509+126.3% | $3,517+61.4% | $3,054+85.8% |
| Admin fee / account holder | $393 | $416-5.5% | $4,510-91.3% | $504-21.9% |