Filed September 13, 2021 (most recent of 5 filings on file)
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| 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 | $84,045+104.1% | $77,361+121.8% | $69,255+147.7% |
| Participation rate | 94.1% | 71.8%+22.3pp | 75.0%+19.1pp | 69.0%+25.0pp |
| Annual return | 10.93% | 12.46%-1.5pp | 1011.54%-1000.6pp | 26.73%-15.8pp |
| Employer contribution / active EE | $7,423 | $2,954+151.3% | $2,990+148.3% | $2,645+180.6% |
| Participant deferral / active EE | $8,192 | $3,349+144.6% | $3,911+109.5% | $2,890+183.4% |
| Admin fee / account holder | $53 | $239-77.7% | $5,894-99.1% | $733-92.7% |