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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVMNT ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $21,978 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A Service code 21 · EIN 36-2085229 | Bank Trustee | $10,701 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -11.02% | 13.34%-24.4pp | 0.46%-11.5pp | -5.25%-5.8pp |
| Employer contribution / active EE | $9,091 | $19,967-54.5% | $35,480-74.4% | $15,161-40.0% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |