Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 28 · EIN 36-3673844 | Investment Management | $330,895 |
THE SEGAL COMPANY7+ years Filed as: SEGAL-SIBSON CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $102,854 |
Service code 11 · EIN 27-1175487 | Actuarial | $48,058 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $46,924 |
SIKICH LLP6 years Service code 10 · EIN 36-3168081 | Accounting | $15,400 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 1.66% | 8.35%-6.7pp | 9.78%-8.1pp | 18.35%-16.7pp |
| Employer contribution / active EE | $0 | $16,968-100.0% | $46,889-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |