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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 12 · EIN 39-1186267 P.O. BOX 2980 · MILWAUKEE, WI 53201 | Custodial (securities); Recordkeeping... | $66,804 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,446 | $81,537-71.2% | $149,721-84.3% | $69,631-66.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 17.78% | 22.79%-5.0pp | 1501.67%-1483.9pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,235 | $3,239-61.9% | $5,444-77.3% | $2,032-39.2% |
| Participant deferral / active EE | $484 | $4,994-90.3% | $6,568-92.6% | $3,224-85.0% |
| Admin fee / account holder | $142 | $107+32.6% | $11,282-98.7% | $110+28.4% |