Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP9 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 7908 NORTH SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Recordkeeping Fees | $0 |
Service code 64 · EIN 37-0899315 150 STATE STREET SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping Fees | $0 |
LT TRUST COMPANY9 years Filed as: MG TRUST Service code 19 · EIN 20-1591048 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH Service code 63 TWO MID AMERICA PLAZA SUITE 500S · OAKBROOK TERRACE, IL 60181 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,246 | $83,023+195.4% | $102,437+139.4% | $77,762+215.4% |
| Participation rate | 94.3% | 71.5%+22.8pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 12.13% | 19.12%-7.0pp | 24.95%-12.8pp | 31.27%-19.1pp |
| Employer contribution / active EE | $11,718 | $3,552+229.9% | $3,871+202.7% | $2,728+329.5% |
| Participant deferral / active EE | $7,551 | $4,110+83.7% | $5,060+49.2% | $4,651+62.4% |
| Admin fee / account holder | $21 | $639-96.8% | $8,388-99.8% | $433-95.2% |