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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 | $46,464+51.9% | $150,298-53.1% | $79,634-11.4% |
| Participation rate | 39.4% | 57.0%-17.6pp | 77.8%-38.4pp | 62.5%-23.1pp |
| Annual return | 11.73% | 27.89%-16.2pp | 62.79%-51.1pp | 36.46%-24.7pp |
| Employer contribution / active EE | $984 | $1,512-34.9% | $4,154-76.3% | $2,529-61.1% |
| Participant deferral / active EE | $2,298 | $2,157+6.6% | $5,453-57.8% | $3,835-40.1% |
| Admin fee / account holder | $204 | $891-77.1% | $14,116-98.6% | $1,002-79.6% |