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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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,560 | $50,982+38.4% | $154,803-54.4% | $85,563-17.5% |
| Participation rate | 39.4% | 59.8%-20.4pp | 78.1%-38.7pp | 66.0%-26.6pp |
| Annual return | 11.73% | 30.35%-18.6pp | 58.88%-47.2pp | 31.51%-19.8pp |
| Employer contribution / active EE | $984 | $1,708-42.4% | $4,305-77.1% | $2,654-62.9% |
| Participant deferral / active EE | $2,298 | $2,474-7.1% | $5,540-58.5% | $4,375-47.5% |
| Admin fee / account holder | $204 | $846-75.9% | $14,329-98.6% | $834-75.5% |