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 NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $37,211 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $9,974 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $8,078 |
Service code 29 · EIN 39-1126909 | Legal | $5,208 |
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 | $121,233 | $50,637+139.4% | $86,582+40.0% | $62,293+94.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.29% | 20.80%-5.5pp | 965.08%-949.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $6,734 | $2,075+224.5% | $2,839+137.1% | $2,042+229.7% |
| Participant deferral / active EE | $5,806 | $2,611+122.4% | $3,609+60.9% | $3,169+83.2% |
| Admin fee / account holder | $383 | $413-7.4% | $4,904-92.2% | $479-20.2% |