Filed June 14, 2016
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 |
|---|---|---|
Service code 12 · EIN 04-2647786 | Recordkeeping fees; Participant commu... | $276,229 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $100,000 |
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $58,626 |
HAWLEY TROXELL2 years Service code 29 · EIN 82-0259668 | Legal | $25,175 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $20,580 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $13,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,362 | $59,312+47.3% | $149,740-41.7% | $103,657-15.7% |
| Participation rate | 57.1% | 70.3%-13.2pp | 78.8%-21.6pp | 73.4%-16.2pp |
| Annual return | 41.76% | 78.03%-36.3pp | 134.51%-92.8pp | 33.13%+8.6pp |
| Employer contribution / active EE | $1,885 | $2,187-13.8% | $4,821-60.9% | $3,216-41.4% |
| Participant deferral / active EE | $3,771 | $3,719+1.4% | $5,683-33.6% | $5,218-27.7% |
| Admin fee / account holder | $83 | $103-19.6% | $13,222-99.4% | $114-27.6% |