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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT5+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $64,397 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $58,687 |
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 | $81,535 | $79,519+2.5% | $95,960-15.0% | $73,412+11.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.86% | 19.20%-7.3pp | 91.63%-79.8pp | 59.30%-47.4pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $165 | $4,138-96.0% | $4,167-96.0% | $3,806-95.7% |
| Admin fee / account holder | $436 | $184+136.8% | $6,797-93.6% | $158+176.4% |