Filed June 28, 1995
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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT CORPORATION Service code 11 200 E RANDOLPH ST. · CHICAGO, IL 60601 | Actuarial | $88,468 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. Service code 28 777 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Investment Management | $50,249 |
Service code 27 111 E. KILBOURN AVE., SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $40,000 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 13 111 E KILBOURN AVE. · MILWAUKEE, WI 53202 | Contract Administrator | $36,136 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 0.18% | -0.43%+0.6pp | -3.43%+3.6pp | -0.60%+0.8pp |
| Employer contribution / active EE | $10,067 | $10,132-0.6% | $25,607-60.7% | $12,272-18.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |