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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2 years Service code 21 · EIN 36-2085229 | Bank Trustee | $6,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,961 | $152,612+65.8% | $125,192+102.1% | $152,897+65.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.12% | 54.85%-43.7pp | 43.79%-32.7pp | 345.43%-334.3pp |
| Employer contribution / active EE | $7,630 | $4,947+54.2% | $3,866+97.4% | $4,764+60.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,546 | $13,437-88.5% | $9,704-84.1% | $11,599-86.7% |