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 MANAGEMENT3 years Filed as: RBC WEALTH MANAGEMENT SERVICES Service code 63 | 12b-1 Fees | $65,328 |
ALLIANCE BENEFIT GROUP3 years Service code 64 | Recordkeeping Fees | $14,504 |
Service code 64 | Recordkeeping Fees | $13,670 |
LT TRUST COMPANY5 years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $6,391 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH 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 | $191,787 | $91,517+109.6% | $101,275+89.4% | $73,412+161.2% |
| Participation rate | 95.6% | 73.8%+21.8pp | 75.8%+19.8pp | 72.2%+23.4pp |
| Annual return | 10.44% | 17.17%-6.7pp | 46.48%-36.0pp | 59.30%-48.9pp |
| Employer contribution / active EE | $9,633 | $2,877+234.9% | $3,660+163.2% | $2,234+331.3% |
| Participant deferral / active EE | $6,323 | $3,338+89.4% | $4,371+44.7% | $3,806+66.1% |
| Admin fee / account holder | $11 | $216-94.8% | $5,948-99.8% | $158-92.9% |