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 GROUP2 years Service code 64 | Recordkeeping Fees | $0 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
MERIT BENEFITS GROUP, INC.2 years Service code 13 · EIN 36-4013756 | Contract Administrator | $0 |
LT TRUST COMPANY4 years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT2 years Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $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 | $171,266 | $66,650+157.0% | $92,915+84.3% | $67,582+153.4% |
| Participation rate | 93.4% | 72.5%+20.9pp | 76.0%+17.4pp | 71.3%+22.1pp |
| Annual return | 20.68% | 92.64%-72.0pp | 109.45%-88.8pp | 378.57%-357.9pp |
| Employer contribution / active EE | $9,280 | $2,777+234.2% | $3,653+154.0% | $2,148+332.1% |
| Participant deferral / active EE | $6,111 | $3,160+93.4% | $4,238+44.2% | $3,539+72.7% |
| Admin fee / account holder | $7 | $199-96.6% | $5,796-99.9% | $142-95.2% |