Filed June 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 10 · EIN 36-2085229 | Accounting | $24,441 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 11.09% | 8.88%+2.2pp | 9.36%+1.7pp | 9.89%+1.2pp |
| Employer contribution / active EE | $36,923 | $15,976+131.1% | $31,270+18.1% | $14,313+158.0% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |