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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $90,994 |
BMO HARRIS BANK NA7+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $50,817 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 11.53% | 7.36%+4.2pp | 9.78%+1.8pp | 13.24%-1.7pp |
| Employer contribution / active EE | $3,134 | $40,685-92.3% | $46,889-93.3% | $14,616-78.6% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |