Filed December 14, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $212,343 |
BLACKROCK8 years Service code 21 · EIN 94-3112180 | Bank Trustee | $141,595 |
HECK CAPITAL ADVISORS8 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC9+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $59,547 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 16.03% | 33.11%-17.1pp | 7.70%+8.3pp | 33.11%-17.1pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,478-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |