Filed December 1, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $22,131 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,079 | $158,120-97.4% | $68,509-94.0% | $69,651-94.1% |
| Participation rate | 51.9% | 88.0%-36.1pp | 74.7%-22.8pp | 66.6%-14.7pp |
| Annual return | -57.60% | 3.41%-61.0pp | 8.27%-65.9pp | 53.77%-111.4pp |
| Employer contribution / active EE | $0 | $5,427-100.0% | $2,278-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $7,897-100.0% | $3,382-100.0% | $3,635-100.0% |
| Admin fee / account holder | $3 | $74-96.1% | $5,275-99.9% | $63-95.5% |