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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 | $38,165+84.9% | $189,758-62.8% | $69,255+1.9% |
| Participation rate | 39.4% | 66.7%-27.3pp | 79.8%-40.4pp | 69.0%-29.7pp |
| Annual return | 11.73% | 14.65%-2.9pp | 52.62%-40.9pp | 26.73%-15.0pp |
| Employer contribution / active EE | $984 | $1,589-38.0% | $4,767-79.3% | $2,645-62.8% |
| Participant deferral / active EE | $2,298 | $2,073+10.9% | $5,856-60.8% | $2,890-20.5% |
| Admin fee / account holder | $204 | $714-71.4% | $20,388-99.0% | $733-72.2% |