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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,560 | $36,002+96.0% | $161,489-56.3% | $64,728+9.0% |
| Participation rate | 39.4% | 57.4%-18.1pp | 78.7%-39.3pp | 57.9%-18.5pp |
| Annual return | 11.73% | 33.93%-22.2pp | 89.72%-78.0pp | 49.38%-37.7pp |
| Employer contribution / active EE | $984 | $1,380-28.6% | $4,268-76.9% | $2,243-56.1% |
| Participant deferral / active EE | $2,298 | $1,815+26.6% | $5,630-59.2% | $2,729-15.8% |
| Admin fee / account holder | $204 | $931-78.1% | $16,006-98.7% | $1,145-82.2% |