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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,896 | $72,770+77.1% | $67,652+90.5% | $55,191+133.5% |
| Participation rate | 97.3% | 78.8%+18.5pp | 75.7%+21.6pp | 69.2%+28.1pp |
| Annual return | 14.10% | -3.26%+17.4pp | 6625.40%-6611.3pp | 10.78%+3.3pp |
| Employer contribution / active EE | $3,435 | $1,769+94.2% | $2,266+51.6% | $1,899+80.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |