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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $5,839 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 8.79% | 20.91%-12.1pp | 793.01%-784.2pp | 627.08%-618.3pp |
| Employer contribution / active EE | $9,054 | $11,580-21.8% | $27,004-66.5% | $18,824-51.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |