Filed September 13, 2021 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 03-6042919 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,797 |
COHENREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $22,575 |
FID INV INST OPS CO10+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $15,662 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $171,561 | $86,795+97.7% | $67,681+153.5% | $64,728+165.1% |
| Participation rate | 94.1% | 71.7%+22.4pp | 73.7%+20.3pp | 57.9%+36.2pp |
| Annual return | 10.93% | 12.58%-1.6pp | 590.58%-579.7pp | 49.38%-38.4pp |
| Employer contribution / active EE | $7,423 | $2,837+161.6% | $2,678+177.2% | $2,243+231.0% |
| Participant deferral / active EE | $8,192 | $3,430+138.9% | $3,976+106.1% | $2,729+200.2% |
| Admin fee / account holder | $53 | $238-77.7% | $6,100-99.1% | $1,145-95.4% |