Filed December 14, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7 years Service code 21 · EIN 94-3112180 | Bank Trustee | $236,581 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $207,872 |
HECK CAPITAL ADVISORS7 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $76,875 |
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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 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -13.51% | -14.80%+1.3pp | -5.12%-8.4pp | -14.80%+1.3pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $31,020-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |