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 GROUP8 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 | Recordkeeping Fees | $0 |
Service code 64 | Recordkeeping Fees | $0 |
LT TRUST COMPANY8 years Filed as: MG TRUST Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH Service code 63 | 12b-1 Fees | $0 |
RBC WEALTH MANAGEMENT6 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 | $241,656 | $93,010+159.8% | $96,515+150.4% | $74,460+224.5% |
| Participation rate | 92.0% | 71.6%+20.4pp | 74.3%+17.6pp | 70.7%+21.2pp |
| Annual return | 15.77% | 37.50%-21.7pp | 35.73%-20.0pp | 34.38%-18.6pp |
| Employer contribution / active EE | $11,024 | $3,427+221.7% | $3,740+194.8% | $2,638+317.9% |
| Participant deferral / active EE | $7,201 | $3,971+81.3% | $4,880+47.6% | $4,530+59.0% |
| Admin fee / account holder | $11 | $633-98.2% | $6,735-99.8% | $348-96.8% |