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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,248 | $88,122+223.7% | $141,197+102.0% | $67,582+322.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.57% | 75.40%-52.8pp | 71.41%-48.8pp | 378.57%-356.0pp |
| Employer contribution / active EE | $12,339 | $3,224+282.7% | $4,736+160.5% | $2,148+474.5% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $131-96.4% | $10,265-100.0% | $142-96.7% |