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 | $82,972+195.6% | $103,374+137.2% | $77,671+215.8% |
| Participation rate | 94.3% | 71.5%+22.8pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 12.13% | 19.14%-7.0pp | 24.89%-12.8pp | 31.21%-19.1pp |
| Employer contribution / active EE | $11,718 | $3,554+229.7% | $3,869+202.8% | $2,726+329.8% |
| Participant deferral / active EE | $7,551 | $4,108+83.8% | $5,058+49.3% | $4,648+62.5% |
| Admin fee / account holder | $21 | $639-96.7% | $8,394-99.8% | $430-95.2% |