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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $86,062 |
LEE CPA AUDIT GROUP2+ years Filed as: LEE JOST & ASSOCIATES Service code 13 · EIN 39-1400101 | Contract Administrator | $16,752 |
QUARLES & BRADY LLP2+ years Service code 29 · EIN 39-0432630 | Legal | $14,952 |
FREYBERG HINKLE ET AL1 year Service code 10 · EIN 39-1531945 | Accounting | $9,775 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,324 | $54,392-0.1% | $84,753-35.9% | $63,975-15.1% |
| Participation rate | 96.2% | 76.9%+19.3pp | 76.6%+19.6pp | 71.1%+25.0pp |
| Annual return | 7.14% | 611.38%-604.2pp | 22.78%-15.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $262 | $2,943-91.1% | $3,574-92.7% | $2,182-88.0% |
| Participant deferral / active EE | $2,359 | $2,593-9.0% | $3,712-36.4% | $3,356-29.7% |
| Admin fee / account holder | $94 | $136-30.4% | $5,333-98.2% | $70+34.1% |