Filed January 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT CONSULTING GROUP1+ years Filed as: INVESTMENT CONSULTING GROUP, INC Service code 27 · EIN 42-1358707 | Advisory (Plan) | $22,114 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $1,365 |
HK FINANCIAL SERVICES1+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $50 |
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 | $74,660 | $46,360+61.0% | $147,617-49.4% | $52,331+42.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.87% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $3,752 | $2,126+76.5% | $5,564-32.6% | $1,882+99.4% |
| Participant deferral / active EE | $3,455 | $2,258+53.0% | $4,895-29.4% | $3,022+14.3% |
| Admin fee / account holder | $121 | $766-84.2% | $11,612-99.0% | $592-79.5% |