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 CONSULTING5+ years Filed as: AON HEWITT CORPORATION Service code 11 200 E RANDOLPH ST. · CHICAGO, IL 60601 | Actuarial | $128,438 |
Service code 27 · EIN 39-1804239 1500 W MARKET ST SUITE 100 · MEQUON, WI 53092 | Advisory (Plan) | $25,654 |
Service code 27 111 E. KILBOURN AVE., SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,000 |
BMO HARRIS BANK NA5+ years Filed as: BMO FINANCIAL GROUP Service code 13 111 E KILBOURN AVE. · MILWAUKEE, WI 53202 | Contract Administrator | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | -87.46% | 4.63%-92.1pp | 29.77%-117.2pp | 12.16%-99.6pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |