Filed November 6, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $423,000 |
Filed as: PRUDENTIAL RTMT INS AND ANNUITY CO Service code 21 · EIN 06-1050034 | Bank Trustee | $338,021 |
Service code 28 · EIN 06-1055669 | Investment Management | $46,077 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA CONSULTING Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.3%-47.3pp |
| Annual return | 7.41% | 10.97%-3.6pp | 11.97%-4.6pp | 12.16%-4.7pp |
| Employer contribution / active EE | $0 | $40,487-100.0% | $37,298-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |