Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $42,456 |
SUTTON FROST CARY LLP4+ years Service code 10 · EIN 75-2593210 | Accounting | $16,553 |
HUSCH BLACKWELL4+ years Filed as: HUSCH BLACKWELL SANDERS Service code 29 · EIN 26-1688286 | Legal | $2,453 |
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 | $92,876 | $65,118+42.6% | $76,768+21.0% | $55,727+66.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -3.46% | -1.27%-2.2pp | 2.43%-5.9pp | 244.94%-248.4pp |
| Employer contribution / active EE | $3,043 | $1,941+56.8% | $2,485+22.4% | $2,078+46.4% |
| Participant deferral / active EE | $4,571 | $3,688+23.9% | $3,852+18.7% | $3,356+36.2% |
| Admin fee / account holder | $75 | $116-34.9% | $6,676-98.9% | $115-34.5% |