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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 12 · EIN 39-1186267 P.O. BOX 2980 · MILWAUKEE, WI 53201 | Recordkeeping and information managem... | $60,564 |
WOLFE NILGES NAHORSKI, P.C.1+ years Filed as: WOLFE NILGES NAHORSKI, PC Service code 10 · EIN 43-1236296 1630 DES PERES RD, STE 305 · ST LOUIS, MO 63131 | Accounting | $11,289 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $7,044 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,983 | $68,413-76.6% | $123,104-87.0% | $55,191-71.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -2.30% | 6.30%-8.6pp | 13.22%-15.5pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,030 | $3,050-66.2% | $5,151-80.0% | $1,899-45.8% |
| Participant deferral / active EE | $440 | $4,490-90.2% | $6,230-92.9% | $3,046-85.5% |
| Admin fee / account holder | $154 | $88+75.5% | $9,015-98.3% | $91+69.8% |