Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 49 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 600084050 | Other Services | $7,500 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $800 |
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 | $111,160 | $57,976+91.7% | $63,018+76.4% | $62,293+78.4% |
| Participation rate | 96.6% | 75.9%+20.6pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 15.68% | 17.54%-1.9pp | 87.62%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $6,157 | $2,415+155.0% | $2,761+123.0% | $2,042+201.5% |
| Participant deferral / active EE | $5,685 | $2,956+92.3% | $3,330+70.7% | $3,169+79.4% |
| Admin fee / account holder | $31 | $276-88.6% | $3,601-99.1% | $479-93.4% |