Filed March 27, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 28 · EIN 36-3673844 | Investment Management | $348,441 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $59,606 |
THE SEGAL COMPANY2+ years Filed as: SEGAL-SIBSON CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $39,870 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $13,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.69% | 4.43%+0.3pp | 4.74%0pp | 11.88%-7.2pp |
| Employer contribution / active EE | $60,917 | $35,917+69.6% | $46,220+31.8% | $14,612+316.9% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |