Filed August 9, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 6191 N STATE HIGHWAY 161, SUITE 470 · IRVING, TX 75038 | Actuarial | $36,548 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 33 W. MONROE, SUITE 1000 · CHICAGO, IL 60603 | Advisory (Plan) | $17,500 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET, SUITE 1200 · CHICAGO, IL 60603 | Bank Trustee | $12,500 |
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 | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 5.52% | 6915.14%-6909.6pp | 380.71%-375.2pp | 627.08%-621.6pp |
| Employer contribution / active EE | $13,517 | $39,618-65.9% | $45,089-70.0% | $18,824-28.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |