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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 28 | Investment Management | $90,030 |
ELLIS BENEFITS GROUP, INC.4 years Filed as: ELLIS AND WARD CONSULTING GROUP Service code 11 · EIN 62-1417683 985 CORDOVA STATION AV · CORDOVA, TN 38018 | Actuarial | $22,275 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 110 N. MADISON · TUPALO, MS 38802 | Accounting | $13,616 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 5.68% | 134.79%-129.1pp | 36.37%-30.7pp | 18.35%-12.7pp |
| Employer contribution / active EE | $24,184 | $12,114+99.6% | $37,223-35.0% | $14,669+64.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |