Filed January 6, 2011 (most recent of 2 filings on file)
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: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $77,919 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 14 · EIN 74-2715820 400 AUSTIN AVENUE · SUITE, TX 76701 | Plan Administrator | $46,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,705 | $89,588+44.8% | $136,072-4.7% | $77,736+66.9% |
| Participation rate | 93.2% | 74.3%+18.9pp | 76.4%+16.8pp | 70.6%+22.6pp |
| Annual return | 13.26% | 17.42%-4.2pp | 580.46%-567.2pp | 31.26%-18.0pp |
| Employer contribution / active EE | $4,895 | $3,491+40.2% | $4,216+16.1% | $2,728+79.5% |
| Participant deferral / active EE | $5,475 | $5,592-2.1% | $7,028-22.1% | $4,651+17.7% |
| Admin fee / account holder | $446 | $539-17.2% | $6,718-93.4% | $433+2.9% |