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 | $75,129 |
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $47,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,539 | $96,018+51.6% | $65,493+122.2% | $85,563+70.1% |
| Participation rate | 94.7% | 74.8%+19.8pp | 73.1%+21.6pp | 66.0%+28.7pp |
| Annual return | 15.10% | 14.51%+0.6pp | 982.45%-967.3pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,534 | $3,235-21.7% | $2,574-1.6% | $2,654-4.5% |
| Participant deferral / active EE | $3,286 | $4,055-19.0% | $3,961-17.0% | $4,375-24.9% |
| Admin fee / account holder | $125 | $271-54.0% | $5,028-97.5% | $834-85.1% |