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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 27 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 532243625 | Advisory (Plan) | $13,099 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Accounting | $11,845 |
Service code 11 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Actuarial | $10,120 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 7.40% | 9.27%-1.9pp | 14.41%-7.0pp | 10.41%-3.0pp |
| Employer contribution / active EE | $605 | $15,826-96.2% | $45,283-98.7% | $14,691-95.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |