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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $110,454 |
US BANK6+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $87,438 |
ALLETE INC.5 years Service code 13 · EIN 41-0418150 | Contract Administrator | $57,732 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 | Investment Management | $28,050 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 45-4303723 | Recordkeeping | $26,480 |
REILLY, PENNER & BENTON LLP5 years Service code 10 · EIN 39-0747409 | Accounting | $20,538 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 3.19% | 10.20%-7.0pp | 8.31%-5.1pp | 11.84%-8.7pp |
| Employer contribution / active EE | $0 | $17,545-100.0% | $21,002-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |