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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO RETIREMENT SERVICES Service code 26 · EIN 39-1186267 111 EAST KILBOURN AVE · MIWAUKEE, WI 53202 | Advisory (Participants) | $21,721 |
ALPHA PENSION GROUP, INC.5+ years Filed as: ALPHA INVESTMENT SERVICES Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,958 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.94% | 15.60%+4.3pp | 29.77%-9.8pp | 16.32%+3.6pp |
| Employer contribution / active EE | $5,755 | $11,838-51.4% | $33,607-82.9% | $17,007-66.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |