Filed June 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 10 · EIN 36-2085229 | Accounting | $27,919 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -12.10% | 13.34%-25.4pp | 0.46%-12.6pp | -5.25%-6.9pp |
| Employer contribution / active EE | $67,087 | $19,967+236.0% | $35,480+89.1% | $15,161+342.5% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |