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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) | $15,003 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,635 | $74,462+66.0% | $81,988+50.8% | $90,274+37.0% |
| Participation rate | 92.9% | 69.7%+23.2pp | 69.3%+23.6pp | 73.4%+19.5pp |
| Annual return | 15.80% | 17.56%-1.8pp | 41.32%-25.5pp | 53.97%-38.2pp |
| Employer contribution / active EE | $2,847 | $2,334+22.0% | $2,499+14.0% | $2,523+12.8% |
| Participant deferral / active EE | $7,585 | $3,602+110.6% | $3,723+103.7% | $4,231+79.3% |
| Admin fee / account holder | $13 | $98-86.6% | $5,666-99.8% | $114-88.5% |