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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,947 | $47,969+164.6% | $85,969+47.7% | $52,331+142.6% |
| Participation rate | 89.4% | 61.7%+27.6pp | 76.5%+12.8pp | 68.1%+21.3pp |
| Annual return | -2.46% | -0.13%-2.3pp | 9.32%-11.8pp | 4.54%-7.0pp |
| Employer contribution / active EE | $5,359 | $1,460+267.1% | $3,474+54.2% | $1,882+184.8% |
| Participant deferral / active EE | $3,482 | $2,110+65.0% | $3,829-9.1% | $3,022+15.2% |
| Admin fee / account holder | $215 | $530-59.5% | $6,053-96.5% | $592-63.7% |