Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $1,643,584 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $208,133 |
HUSCH BLACKWELL5+ years Filed as: HUSCH BLACKWELL SANDERS Service code 29 · EIN 26-1688286 | Legal | $4,402 |
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 | $107,114 | $73,404+45.9% | $87,102+23.0% | $67,584+58.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 18.37% | 48.29%-29.9pp | 28.19%-9.8pp | 378.59%-360.2pp |
| Employer contribution / active EE | $3,140 | $2,014+55.9% | $2,521+24.5% | $2,148+46.2% |
| Participant deferral / active EE | $4,716 | $3,913+20.5% | $4,048+16.5% | $3,540+33.2% |
| Admin fee / account holder | $281 | $142+98.4% | $7,493-96.3% | $142+97.4% |