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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,390 | $98,982-43.0% | $162,177-65.2% | $65,185-13.5% |
| Participation rate | 89.8% | 85.8%+4.0pp | 87.6%+2.3pp | 70.2%+19.6pp |
| Annual return | 2.38% | 24.84%-22.5pp | 115.60%-113.2pp | 29.38%-27.0pp |
| Employer contribution / active EE | $3,346 | $3,467-3.5% | $5,613-40.4% | $2,177+53.7% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $596-99.3% | $10,843-100.0% | $847-99.5% |