Filed February 21, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER TERMINATION CONSULTING Service code 17 | Pension Consulting | $327,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING Service code 10 · EIN 06-1454513 | Accounting | $50,168 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,767 |
Filed as: GREGORY J SCHWARTZ & CO Service code 27 · EIN 38-2117812 | Advisory (Plan) | $39,750 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | -0.26% | 9.70%-10.0pp | 10.03%-10.3pp | 259.17%-259.4pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |