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 | $70,635 |
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $37,320 |
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 | $134,043 | $91,762+46.1% | $67,502+98.6% | $77,643+72.6% |
| Participation rate | 95.3% | 75.9%+19.4pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,649 | $3,181-16.7% | $2,731-3.0% | $2,726-2.8% |
| Participant deferral / active EE | $3,229 | $3,903-17.3% | $4,000-19.3% | $4,647-30.5% |
| Admin fee / account holder | $111 | $176-36.7% | $3,998-97.2% | $430-74.1% |