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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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,141 |
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 | $51,088 | $47,163+8.3% | $149,696-65.9% | $74,460-31.4% |
| Participation rate | 40.8% | 63.4%-22.6pp | 78.8%-38.0pp | 70.7%-29.9pp |
| Annual return | 14.56% | 22.75%-8.2pp | 134.46%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $968 | $1,907-49.2% | $4,821-79.9% | $2,638-63.3% |
| Participant deferral / active EE | $2,461 | $2,730-9.8% | $5,682-56.7% | $4,530-45.7% |
| Admin fee / account holder | $153 | $343-55.3% | $13,212-98.8% | $348-55.9% |