Filed June 8, 2009
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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $34,385 |
FARO ADVISORY1 year Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $15,998 |
DUBUQUE BANK & TRUST COMPANY6 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $0 |
TOROSO INVESTMENTS10+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,220 | $55,470-36.5% | $155,556-77.4% | $74,478-52.7% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 13.02% | 269.80%-256.8pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $385 | $2,267-83.0% | $4,675-91.8% | $2,626-85.4% |
| Participant deferral / active EE | $3,308 | $2,838+16.6% | $5,631-41.3% | $4,350-24.0% |
| Admin fee / account holder | $206 | $1,744-88.2% | $15,885-98.7% | $1,946-89.4% |