Filed December 18, 2018 (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: GALLAGHER FIDUCIARY SERVICES, LLC Service code 16 · EIN 36-4291971 2850 GOLF RD · ROLLING MEADO, IL 60084 | Consulting | $17,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 5707 SW PKWY BLDG 2, SUITE 400 · AUSTIN, TX 787356213 | Consulting | $11,275 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $6,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,367 | $79,151+129.1% | $60,919+197.7% | $64,829+179.8% |
| Participation rate | 92.3% | 77.7%+14.6pp | 73.1%+19.2pp | 71.5%+20.8pp |
| Annual return | -11.41% | -7.12%-4.3pp | 16.98%-28.4pp | 32.85%-44.3pp |
| Employer contribution / active EE | $8,702 | $3,052+185.1% | $2,704+221.8% | $2,507+247.1% |
| Participant deferral / active EE | $7,438 | $3,727+99.6% | $3,814+95.0% | $4,312+72.5% |
| Admin fee / account holder | $13 | $106-87.3% | $3,226-99.6% | $188-92.9% |