Filed February 24, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $210,676 | $88,515+138.0% | $162,185+29.9% | $67,584+211.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 21.52% | 27.04%-5.5pp | 115.61%-94.1pp | 378.59%-357.1pp |
| Employer contribution / active EE | $8,718 | $3,563+144.7% | $5,613+55.3% | $2,148+305.9% |
| Participant deferral / active EE | $4,738 | $5,724-17.2% | $7,297-35.1% | $3,540+33.9% |
| Admin fee / account holder | $8 | $124-93.9% | $10,844-99.9% | $142-94.7% |