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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA8 years Filed as: M&T BANK Service code 27 · EIN 16-0538020 MT PLAZA · BUFFALO, NY 11420 | Advisory (Plan) | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $84,245-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 10.4%-10.4pp |
| Annual return | 9.07% | 7.33%+1.7pp | 1.43%+7.6pp | 9.31%-0.2pp |
| Employer contribution / active EE | $7,727 | $19,279-59.9% | $17,287-55.3% | $13,179-41.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $380-100.0% | $4,785-100.0% |