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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 15 | Recordkeeping | $25,778 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $14,285 |
HARVEY & STUCKEL1+ years Service code 29 · EIN 37-1064984 | Legal | $10,547 |
INVESTMENT CONSULTING GROUP1+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
LEE CPA AUDIT GROUP1+ years Filed as: T.N. RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $8,653 |
Service code 10 · EIN 36-2662809 | Accounting | $7,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,678 | $50,464+236.2% | $75,784+123.9% | $52,331+224.2% |
| Participation rate | 89.8% | 66.8%+23.1pp | 75.8%+14.0pp | 68.1%+21.7pp |
| Annual return | -3.00% | 1.03%-4.0pp | 9.68%-12.7pp | 4.54%-7.5pp |
| Employer contribution / active EE | $7,103 | $1,988+257.2% | $3,323+113.7% | $1,882+277.5% |
| Participant deferral / active EE | $899 | $2,570-65.0% | $3,652-75.4% | $3,022-70.2% |
| Admin fee / account holder | $498 | $1,103-54.9% | $5,300-90.6% | $592-15.9% |