Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 28 · EIN 36-3673844 | Investment Management | $327,414 |
THE SEGAL COMPANY6+ years Filed as: SEGAL-SIBSON CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $140,016 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $63,022 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $15,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 3.87% | 6915.14%-6911.3pp | 380.71%-376.8pp | 627.08%-623.2pp |
| Employer contribution / active EE | $0 | $39,618-100.0% | $45,089-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |