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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVMNT ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $11,320 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A Service code 21 · EIN 36-2085229 | Bank Trustee | $8,233 |
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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 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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.71% | 4.23%+2.5pp | 3.97%+2.7pp | 4.56%+2.2pp |
| Employer contribution / active EE | $12,654 | $16,147-21.6% | $28,168-55.1% | $15,526-18.5% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |