Filed June 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 10 · EIN 36-2085229 | Accounting | $64,784 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 6.63% | -1.32%+8.0pp | -0.67%+7.3pp | 10.56%-3.9pp |
| Employer contribution / active EE | $38,598 | $18,687+106.6% | $31,731+21.6% | $13,643+182.9% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |