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| Provider | Service type | Compensation |
|---|---|---|
RICE HALL JAMES7+ years Filed as: RICE, HALL, JAMES & ASSOCIATES Service code 28 · EIN 94-3038451 | Investment Management | $129,215 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $20,148 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 12.70% | 11.70%+1.0pp | 7.32%+5.4pp | 18.35%-5.6pp |
| Employer contribution / active EE | $10,895 | $9,106+19.6% | $23,426-53.5% | $14,669-25.7% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |