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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $146,619 |
LEE CPA AUDIT GROUP1 year Filed as: LEE JOST AND ASSOCIATES Service code 13 · EIN 39-1400101 | Contract Administrator | $27,832 |
QUARLES & BRADY LLP6+ years Service code 29 · EIN 39-0432630 | Legal | $17,327 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $11,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,184 | $81,719-31.2% | $101,275-44.5% | $90,274-37.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 21.62% | 337.64%-316.0pp | 46.48%-24.9pp | 53.97%-32.4pp |
| Employer contribution / active EE | $1,252 | $3,622-65.4% | $3,660-65.8% | $2,523-50.4% |
| Participant deferral / active EE | $2,345 | $3,310-29.1% | $4,371-46.3% | $4,231-44.6% |
| Admin fee / account holder | $91 | $162-44.0% | $5,948-98.5% | $114-20.5% |