Filed October 18, 2004
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 |
|---|---|---|
Filed as: CLEVELAND HAUSWIRTH MANAGEMENT Service code 27 · EIN 41-2142497 | Advisory (Plan) | $139,916 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $69,546 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,571 | $74,024-6.0% | $78,002-10.8% | $57,658+20.7% |
| Participation rate | 92.1% | 79.7%+12.4pp | 75.5%+16.6pp | 70.2%+21.9pp |
| Annual return | -2.09% | 12.14%-14.2pp | 425.99%-428.1pp | 5.13%-7.2pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,935 | $3,533-45.2% | $3,497-44.7% | $3,061-36.8% |
| Admin fee / account holder | $15 | $93-84.0% | $5,481-99.7% | $95-84.3% |