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| Provider | Service type | Compensation |
|---|---|---|
RICE HALL JAMES8+ years Filed as: RICE, HALL, JAMES & ASSOCIATES Service code 28 · EIN 94-3038451 | Investment Management | $120,084 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $20,066 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -7.67% | -3.51%-4.2pp | -5.12%-2.5pp | -5.25%-2.4pp |
| Employer contribution / active EE | $2,941 | $11,313-74.0% | $31,020-90.5% | $15,161-80.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |