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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO FAMILY OFFICE, LLC Service code 27 · EIN 77-0522698 | Advisory (Plan) | $23,504 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,168 | $74,462+194.3% | $81,988+167.3% | $90,274+142.8% |
| Participation rate | 73.6% | 69.7%+3.9pp | 69.3%+4.3pp | 73.4%+0.2pp |
| Annual return | 13.18% | 17.56%-4.4pp | 41.32%-28.1pp | 53.97%-40.8pp |
| Employer contribution / active EE | $7,205 | $2,334+208.6% | $2,499+188.4% | $2,523+185.5% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,723-100.0% | $4,231-100.0% |
| Admin fee / account holder | $18 | $98-81.1% | $5,666-99.7% | $114-83.8% |