Filed December 1, 2003 (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.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $1,476,704 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $469,378 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $72,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $20,216 |
MARGOLIS PARTNERS LLC1+ years Service code 10 · EIN 46-2878575 | Accounting | $14,970 |
TUSHAUS & ASSOCIATES, LLC1+ years Service code 10 · EIN 46-1588286 | Accounting | $7,480 |
FOLEY & LARDNER LLP1+ years Service code 29 · EIN 39-0473800 | Legal | $5,557 |
FOLEY & LARDNER LLP1+ years Filed as: FOLEY & LARDNER Service code 29 777 EAST WISCONSIN AVENUE · MILWAUKKEE, WI 532025306 | Legal | $5,556 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,238 | $158,120-51.8% | $68,509+11.3% | $69,651+9.5% |
| Participation rate | 96.0% | 88.0%+8.0pp | 74.7%+21.3pp | 66.6%+29.5pp |
| Annual return | 0.22% | 3.41%-3.2pp | 8.27%-8.1pp | 53.77%-53.6pp |
| Employer contribution / active EE | $791 | $5,427-85.4% | $2,278-65.3% | $2,241-64.7% |
| Participant deferral / active EE | $3,396 | $7,897-57.0% | $3,382+0.4% | $3,635-6.6% |
| Admin fee / account holder | $80 | $74+8.9% | $5,275-98.5% | $63+26.9% |