Filed June 29, 2010
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 | Recordkeeping | $19,314 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 19 | Securities Custodian | $6,181 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF IL Service code 15 · EIN 37-0899315 456 FULTON STREET, SUITE 345 · PEORIA, IL 61602 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 49 · EIN 94-1737782 | Other Services | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,516 | $36,916-3.8% | $156,551-77.3% | $57,658-38.4% |
| Participation rate | 69.9% | 63.4%+6.4pp | 84.0%-14.1pp | 70.2%-0.3pp |
| Annual return | 12.94% | 12.38%+0.6pp | 32.23%-19.3pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,400 | $1,571-10.9% | $5,501-74.6% | $1,974-29.1% |
| Participant deferral / active EE | $2,670 | $1,926+38.7% | $4,871-45.2% | $3,061-12.7% |
| Admin fee / account holder | $287 | $82+248.3% | $13,028-97.8% | $95+203.9% |