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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Service code 21 · EIN 36-2085229 | Bank Trustee | $5,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,761 | $135,645+63.5% | $110,243+101.2% | $135,379+63.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.85% | 513.24%-510.4pp | 314.76%-311.9pp | 519.79%-516.9pp |
| Employer contribution / active EE | $10,295 | $4,907+109.8% | $3,827+169.0% | $4,779+115.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,425 | $11,458-87.6% | $8,548-83.3% | $10,828-86.8% |