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, LLC8 years Service code 27 700 COMMERCE DR · OAK BROOK, IL 60523 | Advisory (Plan) | $40,111 |
FGMK, LLC5 years Filed as: FGMK LLC, Service code 10 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Accounting | $18,110 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,610 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $116 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
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 | $131,885 | $76,112+73.3% | $96,534+36.6% | $71,511+84.4% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 16.98% | 22.81%-5.8pp | 25.88%-8.9pp | 28.86%-11.9pp |
| Employer contribution / active EE | $4,726 | $2,248+110.2% | $2,965+59.4% | $2,589+82.5% |
| Participant deferral / active EE | $7,512 | $4,217+78.2% | $4,851+54.9% | $4,291+75.1% |
| Admin fee / account holder | $334 | $2,708-87.7% | $8,253-96.0% | $1,588-79.0% |