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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO FINANCIAL GROUP Service code 15 · EIN 36-2085229 | Recordkeeping | $64,708 |
Filed as: CARPENTIER, MITCHELL, GODDARD & COM Service code 10 · EIN 36-2662809 | Accounting | $14,800 |
LEE CPA AUDIT GROUP4+ years Filed as: T.N. RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $10,281 |
INVESTMENT CONSULTING GROUP4+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
HARVEY & STUCKEL4+ years Service code 29 · EIN 37-1064984 | Legal | $7,490 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,304 | $55,449+196.3% | $83,831+96.0% | $56,289+191.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.69% | -1.38%-7.3pp | 850.99%-859.7pp | -9.96%+1.3pp |
| Employer contribution / active EE | $8,472 | $2,430+248.6% | $3,631+133.3% | $2,111+301.3% |
| Participant deferral / active EE | $925 | $2,935-68.5% | $4,082-77.3% | $3,350-72.4% |
| Admin fee / account holder | $609 | $656-7.2% | $5,479-88.9% | $521+16.8% |