Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGER BENEFIT SERVICES, INC. Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $80,244 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $28,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,647 | $83,884+53.4% | $64,056+100.8% | $74,419+72.9% |
| Participation rate | 94.9% | 76.6%+18.3pp | 72.3%+22.6pp | 70.7%+24.2pp |
| Annual return | 15.08% | 16.57%-1.5pp | 33.69%-18.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,725 | $3,084-11.6% | $2,747-0.8% | $2,637+3.3% |
| Participant deferral / active EE | $3,221 | $3,692-12.8% | $3,880-17.0% | $4,528-28.9% |
| Admin fee / account holder | $114 | $196-41.7% | $3,068-96.3% | $348-67.1% |