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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 2850 W GOLF RD · ROLLING MEADOWS, IL 60008 | Actuarial | $37,500 |
Service code 10 1800 W BIG BEAVER · TROY, MI 48084 | Accounting | $23,649 |
Service code 11 · EIN 13-3689044 | Actuarial | $6,337 |
Filed as: JANNEY MONTGOMERY SCOTT, LCC Service code 16 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 10.93% | 9.93%+1.0pp | -2.84%+13.8pp | 9.29%+1.6pp |
| Employer contribution / active EE | $24,166 | $11,565+109.0% | $33,329-27.5% | $15,168+59.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |