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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $5,666 |
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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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -1.60% | 13.30%-14.9pp | 4.36%-6.0pp | -0.69%-0.9pp |
| Employer contribution / active EE | $7,459 | $10,363-28.0% | $27,383-72.8% | $16,786-55.6% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |