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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $84,573 |
LEE CPA AUDIT GROUP1+ years Filed as: LEE JOST & ASSOCIATES Service code 13 · EIN 39-1400101 | Contract Administrator | $19,915 |
QUARLES & BRADY LLP1+ years Service code 29 · EIN 39-0432630 | Legal | $16,057 |
SCHENCK SC1+ years Filed as: SCHENCK S.C. Service code 10 · EIN 39-1173131 | Accounting | $15,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,346 | $55,516+3.3% | $75,784-24.3% | $59,188-3.1% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.8%+20.8pp | 69.4%+27.2pp |
| Annual return | 0.22% | -1.89%+2.1pp | 9.68%-9.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,461 | $2,599-5.3% | $3,652-32.6% | $3,265-24.6% |
| Admin fee / account holder | $118 | $110+7.6% | $5,300-97.8% | $92+28.3% |