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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 21 · EIN 91-2052098 | Bank Trustee | $109,295 |
Service code 11 · EIN 27-1175487 | Actuarial | $104,853 |
BMO HARRIS BANK NA4+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $39,099 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.18% | -3.37%-2.8pp | -61.72%+55.5pp | 0.19%-6.4pp |
| Employer contribution / active EE | $8,776 | $36,881-76.2% | $47,703-81.6% | $13,763-36.2% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |