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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $5,745 |
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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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 10.90% | 15.46%-4.6pp | 18.06%-7.2pp | 16.32%-5.4pp |
| Employer contribution / active EE | $10,337 | $10,289+0.5% | $30,411-66.0% | $17,007-39.2% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |