Filed May 17, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 | Recordkeeping | $169,048 |
SUTTON FROST CARY LLP6+ years Service code 10 · EIN 75-2593210 | Accounting | $15,500 |
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 | $120,934 | $79,519+52.1% | $95,968+26.0% | $73,415+64.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 12.89% | 19.20%-6.3pp | 91.65%-78.8pp | 59.30%-46.4pp |
| Employer contribution / active EE | $2,900 | $2,048+41.6% | $2,542+14.1% | $2,234+29.8% |
| Participant deferral / active EE | $4,416 | $4,138+6.7% | $4,167+6.0% | $3,806+16.0% |
| Admin fee / account holder | $230 | $184+24.7% | $6,798-96.6% | $158+45.6% |