Filed December 15, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINUS, LLC9 years Service code 27 700 COMMERCE DRIVE · OAK BROOK, IL 60523 | Advisory (Plan) | $48,958 |
FGMK, LLC6 years Filed as: FGMK LLC, Service code 10 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Accounting | $18,864 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,288 | $79,223+93.5% | $102,460+49.6% | $74,478+105.8% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.2pp | 67.2%+26.4pp |
| Annual return | 14.08% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $5,759 | $2,363+143.7% | $3,025+90.4% | $2,626+119.3% |
| Participant deferral / active EE | $7,859 | $4,417+77.9% | $5,056+55.4% | $4,350+80.7% |
| Admin fee / account holder | $393 | $2,003-80.4% | $9,460-95.8% | $1,946-79.8% |