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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $24,466 |
Service code 11 121 WASHINGTON AVE STE 4 · MINNEAPOLIS, MN 55401 | Actuarial | $22,321 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-0192196 | Investment Management | $6,418 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $5,911 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | -1.18% | 16.55%-17.7pp | 15.31%-16.5pp | 24.44%-25.6pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |