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.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 | $42,909+64.4% | $152,093-53.6% | $71,012-0.6% |
| Participation rate | 39.4% | 54.7%-15.3pp | 77.8%-38.4pp | 58.6%-19.2pp |
| Annual return | 11.73% | 30.57%-18.8pp | 66.36%-54.6pp | 37.67%-25.9pp |
| Employer contribution / active EE | $984 | $1,369-28.1% | $4,175-76.4% | $2,348-58.1% |
| Participant deferral / active EE | $2,298 | $1,904+20.7% | $5,451-57.8% | $3,246-29.2% |
| Admin fee / account holder | $204 | $1,014-79.9% | $14,497-98.6% | $1,167-82.5% |