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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 PO BOX 95148 · CHICAGO, IL 60709 | Actuarial | $295,500 |
Filed as: METZLER & LOCRICCHIO SERRA & CO PC Service code 10 1800 W BIG BEAVER · TROY, MI 48084 | Accounting | $15,053 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 16 1801 MARKET ST. · PHILADELPHIA, PA 19103 | Consulting | $10,037 |
Service code 11 · EIN 13-3689044 | Actuarial | $5,535 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -1.70% | 3.70%-5.4pp | 7.69%-9.4pp | 24.44%-26.1pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |