Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $32,675 |
SUTTON FROST CARY LLP3+ years Service code 10 · EIN 75-2593210 | Accounting | $15,932 |
HUSCH BLACKWELL3+ years Filed as: HUSCH BLACKWELL SANDERS Service code 29 · EIN 26-1688286 | Legal | $1,050 |
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.
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 | $92,096 | $69,305+32.9% | $82,312+11.9% | $69,634+32.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 14.07% | 21.47%-7.4pp | 25.88%-11.8pp | 27572.26%-27558.2pp |
| Employer contribution / active EE | $2,840 | $1,887+50.6% | $2,428+17.0% | $2,032+39.8% |
| Participant deferral / active EE | $4,309 | $3,568+20.8% | $3,706+16.3% | $3,224+33.7% |
| Admin fee / account holder | $59 | $97-39.4% | $5,608-98.9% | $110-46.7% |