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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2 years 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 | $45,477 | $136,307-66.6% | $177,840-74.4% | $73,493-38.1% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.7%+2.5pp | 70.7%+19.5pp |
| Annual return | -21.58% | 18.68%-40.3pp | 48.32%-69.9pp | 28.51%-50.1pp |
| Employer contribution / active EE | $3,448 | $3,712-7.1% | $5,919-41.7% | $2,270+51.9% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $596-99.6% | $12,431-100.0% | $513-99.6% |