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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $15,990 |
REAMS ASSET MANAGEMENT3+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $13,367 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,053 | $58,093-27.6% | $80,022-47.4% | $56,287-25.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 2.77% | 34.63%-31.9pp | 11.22%-8.4pp | -9.96%+12.7pp |
| Employer contribution / active EE | $3,514 | $1,933+81.8% | $2,468+42.4% | $2,111+66.4% |
| Participant deferral / active EE | $10 | $3,136-99.7% | $3,686-99.7% | $3,350-99.7% |
| Admin fee / account holder | $247 | $623-60.4% | $6,521-96.2% | $521-52.6% |