Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ELLWOOD ASSOCIATES3 years Filed as: ELLWOOD CONSULTING Service code 27 · EIN 36-3121777 33 W. MONROE ST. STE 1000 · CHICAGO, IL 60603 | Advisory (Plan) | $32,203 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 770 N. WATER STREET · MILWAUKEE, WI 53202 | Bank Trustee | $10,681 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 5.18% | 34.49%-29.3pp | 32.33%-27.1pp | 24.44%-19.3pp |
| Employer contribution / active EE | $0 | $35,997-100.0% | $33,956-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |