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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $4,129 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return 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 | $211,396-100.0% | $154,906-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 21.1%-21.1pp | 4.3%-4.3pp |
| Annual return | -3.61% | 2.81%-6.4pp | -0.22%-3.4pp | 2.81%-6.4pp |
| Employer contribution / active EE | $3,553 | $16,358-78.3% | $35,165-89.9% | $16,358-78.3% |
| Participant deferral / active EE | $0 | $775-100.0% | $80-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,675-100.0% | $1,639-100.0% |