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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $182,366 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $76,629 |
ALLETE INC.2 years Service code 13 · EIN 41-0418150 | Contract Administrator | $47,587 |
REILLY, PENNER & BENTON LLP2 years Service code 10 · EIN 39-0747409 | Accounting | $16,083 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 28 | Investment Management | $11,000 |
BRIGGS AND MORGAN3+ years Filed as: BRIGGS AND MORGAN, PA Service code 29 · EIN 41-0954702 | Legal | $6,930 |
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.
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.
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 | $37,197-100.0% | $221,583-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 4.7%-4.7pp |
| Annual return | 7.57% | -4.38%+11.9pp | -6.55%+14.1pp | -0.69%+8.3pp |
| Employer contribution / active EE | $0 | $18,756-100.0% | $21,653-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $720-100.0% | $160-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,920-100.0% | $124-100.0% |