Filed September 19, 1994
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 BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $24,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,275 | $87,132+108.0% | $105,624+71.6% | $80,959+123.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 18.81% | 17.03%+1.8pp | 116.20%-97.4pp | 35.67%-16.9pp |
| Employer contribution / active EE | $3,701 | $2,397+54.4% | $3,168+16.8% | $2,757+34.2% |
| Participant deferral / active EE | $12,409 | $3,985+211.4% | $5,013+147.6% | $4,300+188.6% |
| Admin fee / account holder | $362 | $8,449-95.7% | $10,961-96.7% | $6,925-94.8% |