Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 770 N. WATER STREET · MILWAUKEE, WI 53202 | Bank Trustee | $24,985 |
ELLWOOD ASSOCIATES2 years Filed as: ELLWOOD CONSULTING Service code 27 · EIN 36-3121777 33 W. MONROE ST. STE 1000 · CHICAGO, IL 60603 | Advisory (Plan) | $0 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -18.74% | -10.37%-8.4pp | -38.86%+20.1pp | 2.77%-21.5pp |
| Employer contribution / active EE | $7,377 | $8,700-15.2% | $37,752-80.5% | $15,262-51.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |