Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $24,123 |
SUTTON FROST CARY LLP1+ years Service code 10 · EIN 75-2593210 | Accounting | $15,522 |
HUSCH BLACKWELL1+ years Filed as: HUSCH BLACKWELL SANDERS Service code 29 · EIN 26-1688286 | Legal | $14,724 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,658 | $72,770+10.8% | $67,652+19.2% | $55,191+46.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.44% | -3.26%+2.8pp | 6625.40%-6625.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,523 | $1,769+42.6% | $2,266+11.4% | $1,899+32.9% |
| Participant deferral / active EE | $3,798 | $3,408+11.4% | $3,560+6.7% | $3,046+24.7% |
| Admin fee / account holder | $69 | $79-12.4% | $4,821-98.6% | $91-24.0% |