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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Investment manage... | $1,108,090 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 | Investment Management | $150,000 |
MERCER1 year Filed as: MERCER INC Service code 10 · EIN 13-2834414 | Accounting | $39,702 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $21,228 |
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $9,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,841 | $49,270+21.5% | $156,551-61.8% | $329,111-81.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 84.0%+12.3pp | 67.9%+28.4pp |
| Annual return | 8.57% | 23.25%-14.7pp | 32.23%-23.7pp | 16.35%-7.8pp |
| Employer contribution / active EE | $2,596 | $1,534+69.2% | $5,501-52.8% | $2,303+12.7% |
| Participant deferral / active EE | $4,406 | $2,920+50.9% | $4,871-9.5% | $3,682+19.7% |
| Admin fee / account holder | $73 | $51+44.4% | $13,028-99.4% | $754-90.3% |