Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $25,048 |
IRA GROUP4+ years Filed as: IRA GROUP INC. Service code 27 1230 PEACHTREE STREET, SUITE 3800 · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 11 · EIN 31-1582098 | Actuarial | $18,665 |
ALLEN, GIBBS & HOULIK, L.C.4+ years Filed as: ALLEN, GIBBS, & HOULIK, L.C. Service code 10 · EIN 48-1032601 | Accounting | $11,569 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.5%-44.5pp |
| Annual return | -18.64% | -10.20%-8.4pp | -2.63%-16.0pp | -14.65%-4.0pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,813-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |