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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,319 | $66,528+256.7% | $86,625+174.0% | $86,821+173.3% |
| Participation rate | 98.1% | 72.4%+25.8pp | 71.6%+26.5pp | 72.3%+25.8pp |
| Annual return | 11.08% | 19.56%-8.5pp | 63.52%-52.4pp | 97.94%-86.9pp |
| Employer contribution / active EE | $5,676 | $2,007+182.8% | $2,496+127.4% | $2,406+135.9% |
| Participant deferral / active EE | $7,182 | $3,240+121.7% | $3,700+94.1% | $4,132+73.8% |
| Admin fee / account holder | $15 | $148-89.9% | $5,830-99.7% | $170-91.1% |