Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $57,043 |
ALLIANCE BENEFIT GROUP1 year Service code 64 | Recordkeeping Fees | $26,623 |
Service code 13 · EIN 36-4013756 | Contract Administrator | $18,959 |
LT TRUST COMPANY3 years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $14,944 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
RBC WEALTH MANAGEMENT1 year Service code 63 | 12b-1 Fees | $0 |
Annual investment return 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 | $140,351 | $56,443+148.7% | $83,831+67.4% | $55,725+151.9% |
| Participation rate | 90.7% | 72.0%+18.7pp | 76.1%+14.6pp | 70.9%+19.9pp |
| Annual return | -6.56% | 393.67%-400.2pp | 850.99%-857.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $8,680 | $2,682+223.7% | $3,631+139.1% | $2,078+317.7% |
| Participant deferral / active EE | $5,538 | $2,965+86.8% | $4,082+35.7% | $3,356+65.1% |
| Admin fee / account holder | $7 | $156-95.3% | $5,479-99.9% | $115-93.7% |