Filed December 14, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $423,430 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $172,923 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 23 · EIN 01-0233346 | Insurance services | $125,002 |
HECK CAPITAL ADVISORS1 year Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 8.57% | 5.86%+2.7pp | 5.44%+3.1pp | 5.86%+2.7pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $25,481-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $54 | $492-89.0% | $65-16.8% | $492-89.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |