Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $19,601 |
HILDI INC.4+ years Service code 11 · EIN 14-1916505 14852 SCENIC HEIGHTS RD., STE. 205 · EDEN PRAIRIE, MN 55344 | Actuarial | $8,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | -3.66% | 13.23%-16.9pp | -100.31%+96.7pp | 13.59%-17.2pp |
| Employer contribution / active EE | $3,430 | $9,675-64.5% | $18,686-81.6% | $14,592-76.5% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |