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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,206 |
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 | $57,183 | $50,860+12.4% | $155,574-63.2% | $77,714-26.4% |
| Participation rate | 40.0% | 63.1%-23.1pp | 78.2%-38.2pp | 70.6%-30.6pp |
| Annual return | 15.73% | 34.86%-19.1pp | 64.87%-49.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $952 | $1,991-52.2% | $4,676-79.6% | $2,727-65.1% |
| Participant deferral / active EE | $2,213 | $2,825-21.7% | $5,629-60.7% | $4,649-52.4% |
| Admin fee / account holder | $147 | $436-66.2% | $15,914-99.1% | $433-66.0% |