Filed January 30, 1992
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 · EIN 37-0899315 | Recordkeeping | $13,078 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $2,339 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,775 | $51,466-44.1% | $78,778-63.5% | $62,293-53.8% |
| Participation rate | 81.7% | 59.8%+21.9pp | 69.2%+12.5pp | 69.5%+12.2pp |
| Annual return | 16.09% | 19.96%-3.9pp | 35.62%-19.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,067 | $827+149.9% | $1,986+4.1% | $2,042+1.2% |
| Participant deferral / active EE | $1,949 | $2,147-9.2% | $2,958-34.1% | $3,169-38.5% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.4% |