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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $70,457 |
Filed as: CLEVELAND HAUSWIRTH MANAGEMENT Service code 27 · EIN 41-2142497 | Advisory (Plan) | $55,156 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $31,740 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $20,076 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,574 | $65,223+37.3% | $80,022+11.9% | $55,725+60.7% |
| Participation rate | 84.3% | 80.6%+3.7pp | 75.8%+8.4pp | 70.9%+13.4pp |
| Annual return | 11.17% | 7.59%+3.6pp | 11.22%-0.1pp | 244.93%-233.8pp |
| Employer contribution / active EE | $607 | $2,544-76.1% | $2,468-75.4% | $2,078-70.8% |
| Participant deferral / active EE | $2,426 | $3,881-37.5% | $3,686-34.2% | $3,356-27.7% |
| Admin fee / account holder | $16 | $114-86.4% | $6,521-99.8% | $115-86.5% |