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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $15,553 |
REAMS ASSET MANAGEMENT5+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $13,828 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,468 | $81,208-23.1% | $98,920-36.9% | $79,852-21.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 8.92% | 60.99%-52.1pp | 196.47%-187.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $83 | $3,265-97.5% | $4,245-98.0% | $3,740-97.8% |
| Admin fee / account holder | $372 | $6,013-93.8% | $6,643-94.4% | $5,306-93.0% |