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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $30,160 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $10,251 |
Service code 29 · EIN 39-1126909 | Legal | $7,737 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,151 | $44,873+152.2% | $79,467+42.4% | $56,289+101.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -7.90% | 0.81%-8.7pp | 718.30%-726.2pp | -9.96%+2.1pp |
| Employer contribution / active EE | $7,072 | $2,140+230.5% | $2,800+152.5% | $2,111+235.0% |
| Participant deferral / active EE | $6,670 | $2,746+142.9% | $3,704+80.1% | $3,350+99.1% |
| Admin fee / account holder | $345 | $418-17.4% | $5,104-93.2% | $521-33.7% |