Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK Service code 21 114 WEST FIRST STREET · HINSDALE, IL 60521 | Bank Trustee | $95,423 |
Service code 11 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Actuarial | $44,090 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 110 N MADISON · TUPALO, MS 38802 | Accounting | $15,968 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 7.39% | 9.49%-2.1pp | 15.31%-7.9pp | 9.89%-2.5pp |
| Employer contribution / active EE | $29,564 | $12,214+142.1% | $28,686+3.1% | $14,313+106.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |