Filed December 14, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $387,627 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $208,069 |
HECK CAPITAL ADVISORS6 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $41,875 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 15.36% | 19.39%-4.0pp | 7.32%+8.0pp | 19.39%-4.0pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $23,426-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |