Filed December 14, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $170,999 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 23 · EIN 01-0233346 | Insurance services | $134,999 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $80,625 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.50% | 3.11%-5.6pp | -3.43%+0.9pp | 3.11%-5.6pp |
| Employer contribution / active EE | $18,053 | $9,361+92.9% | $25,607-29.5% | $9,361+92.9% |
| Participant deferral / active EE | $57 | $375-84.8% | $77-26.3% | $375-84.8% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |