Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $4,164 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,677-100.0% | $522,493-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.0%-37.0pp | 3.6%-3.6pp |
| Annual return | 7.40% | 11.88%-4.5pp | 4.11%+3.3pp | 11.88%-4.5pp |
| Employer contribution / active EE | $7,914 | $14,612-45.8% | $35,308-77.6% | $14,612-45.8% |
| Participant deferral / active EE | $0 | $518-100.0% | $25-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $8,766-100.0% | $637-100.0% |