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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Bank Trustee | $50,910 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 6.51% | 8.68%-2.2pp | 15.31%-8.8pp | 22.81%-16.3pp |
| Employer contribution / active EE | $8,752 | $9,089-3.7% | $28,686-69.5% | $18,290-52.1% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |