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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,043 | $91,692+46.2% | $67,561+98.4% | $77,714+72.5% |
| Participation rate | 95.3% | 76.0%+19.2pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 11.90% | 14.88%-3.0pp | 3525.44%-3513.5pp | 31.26%-19.4pp |
| Employer contribution / active EE | $2,649 | $3,188-16.9% | $2,735-3.1% | $2,727-2.8% |
| Participant deferral / active EE | $3,229 | $3,912-17.5% | $4,003-19.3% | $4,649-30.5% |
| Admin fee / account holder | $111 | $245-54.4% | $4,006-97.2% | $433-74.3% |