Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.2 years Service code 37 · EIN 23-1945930 | Loan Processing | $4,885 |
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 | $45,557 | $65,092-30.0% | $143,799-68.3% | $66,938-31.9% |
| Participation rate | 54.7% | 65.2%-10.5pp | 80.3%-25.6pp | 69.8%-15.1pp |
| Annual return | -13.61% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,439 | $2,362-39.1% | $4,952-70.9% | $2,545-43.5% |
| Participant deferral / active EE | $3,937 | $2,920+34.8% | $5,638-30.2% | $4,238-7.1% |
| Admin fee / account holder | $132 | $502-73.7% | $14,677-99.1% | $594-77.7% |