Filed April 29, 2009 (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.
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 |
|---|---|---|
ALLETE INC.9+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $57,056 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $50,218 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $33,065 |
US BANK9+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $31,382 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 28 · EIN 90-0007886 | Investment Management | $24,540 |
REILLY, PENNER & BENTON LLP9+ years Service code 10 · EIN 39-0747409 | Accounting | $10,275 |
MORNEAU SHEPELL1 year Filed as: TELLUS HEALTH Service code 15 · EIN 45-4303723 | Recordkeeping | $9,485 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 14.19% | 9.42%+4.8pp | 8.46%+5.7pp | 37.77%-23.6pp |
| Employer contribution / active EE | $35,418 | $16,284+117.5% | $25,175+40.7% | $15,798+124.2% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |