Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS RETIREMENT SERVICES Service code 15 · EIN 36-2085229 111 E KILBOURN AVENUE STE 200 · MILWAUKEE, WI 53202 | Recordkeeping | $128,403 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 717 17TH STREET STE 1300 · DENVER, CO 80202 | Recordkeeping | $47,361 |
SUTTON FROST CARY LLP7+ years Service code 10 · EIN 75-2593210 600 SIX FLAGS DR STE 600 · ARLINGTON, TX 76011 | Accounting | $16,000 |
Filed as: LEGAL-HUSCH BLACKWELL Service code 29 · EIN 26-1688286 1900 N PEARL ST · DALLAS, TX 75201 | Legal | $12,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,588 | $185,342-29.0% | $111,319+18.2% | $86,828+51.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 12.92% | 500.80%-487.9pp | 54.68%-41.8pp | 97.95%-85.0pp |
| Employer contribution / active EE | $3,099 | $2,246+37.9% | $2,732+13.4% | $2,406+28.8% |
| Participant deferral / active EE | $4,900 | $4,458+9.9% | $4,488+9.2% | $4,132+18.6% |
| Admin fee / account holder | $257 | $255+0.7% | $7,966-96.8% | $170+51.7% |