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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $242,354 | $75,388+221.5% | $123,553+96.2% | $55,725+334.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.60% | 4.48%-10.1pp | 119.21%-124.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $12,161 | $3,063+297.0% | $4,628+162.8% | $2,078+485.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $120-95.4% | $9,284-99.9% | $115-95.3% |