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.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINUS, LLC7 years Service code 27 700 COMMERCE DR STE 170 · OAK BROOK, IL 60523 | Advisory (Plan) | $43,236 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 10 · EIN 13-2624428 2801 LAKESIDE DR · BANNOCKBURN, IL 60015 | Accounting | $17,357 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,387 | $65,453+73.2% | $86,698+30.8% | $66,938+69.4% |
| Participation rate | 94.8% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -16.95% | -10.89%-6.1pp | 35.95%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $4,389 | $2,154+103.8% | $2,837+54.7% | $2,545+72.4% |
| Participant deferral / active EE | $6,429 | $4,102+56.7% | $4,656+38.1% | $4,238+51.7% |
| Admin fee / account holder | $368 | $642-42.7% | $7,493-95.1% | $594-38.0% |