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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $108,749 |
BMO HARRIS BANK NA6+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $42,090 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 14.15% | 11.57%+2.6pp | 380.71%-366.6pp | 11.45%+2.7pp |
| Employer contribution / active EE | $25,113 | $36,657-31.5% | $45,089-44.3% | $17,219+45.8% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |