Filed April 3, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $62,405 |
HK FINANCIAL SERVICES2+ years Filed as: HONKAMP KRUEGER Service code 10 | Accounting | $6,615 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $3,131 |
ALLIANCE BENEFIT GROUP2+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $2,679 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $0 |
HK FINANCIAL SERVICES1 year Filed as: HONKAMP KRUEGER & CO., P.C. Service code 10 · EIN 42-0946155 | Accounting | $0 |
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 | $115,851 | $63,924+81.2% | $108,582+6.7% | $55,167+110.0% |
| Participation rate | 97.7% | 74.3%+23.3pp | 79.6%+18.1pp | 69.0%+28.7pp |
| Annual return | 7.31% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,087 | $1,879+11.1% | $3,758-44.5% | $1,963+6.3% |
| Participant deferral / active EE | $5,571 | $3,067+81.6% | $4,311+29.2% | $3,054+82.4% |
| Admin fee / account holder | $14 | $618-97.8% | $7,645-99.8% | $504-97.3% |