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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 12 · EIN 39-1186267 P.O. BOX 2980 · MILWAUKEE, WI 53201 | Custodial (securities); Recordkeeping... | $77,796 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVE 900 · ST. LOUIS, MO 63105 | Accounting | $8,250 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $5,183 |
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 | $27,904 | $88,515-68.5% | $162,177-82.8% | $67,579-58.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.07% | 27.04%-5.0pp | 115.60%-93.5pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,343 | $3,563-62.3% | $5,613-76.1% | $2,148-37.5% |
| Participant deferral / active EE | $579 | $5,724-89.9% | $7,297-92.1% | $3,539-83.6% |
| Admin fee / account holder | $182 | $124+47.5% | $10,843-98.3% | $142+28.2% |