Filed December 14, 2021 (most recent of 4 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 |
|---|---|---|
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $327,800 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $188,413 |
HECK CAPITAL ADVISORS5 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC6+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $39,375 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.13% | 5230.06%-5217.9pp | -2.84%+15.0pp | 5230.06%-5217.9pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $33,329-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $51-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |