Filed June 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $123,750 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,282 | $83,458-38.6% | $123,105-58.3% | $67,505-24.0% |
| Participation rate | 87.8% | 84.5%+3.3pp | 86.8%+1.0pp | 71.2%+16.6pp |
| Annual return | -0.31% | 1.29%-1.6pp | 13.22%-13.5pp | 6.52%-6.8pp |
| Employer contribution / active EE | $2,372 | $3,087-23.2% | $5,151-53.9% | $2,173+9.2% |
| Participant deferral / active EE | $2,449 | $5,379-54.5% | $6,229-60.7% | $3,597-31.9% |
| Admin fee / account holder | $15 | $60-74.4% | $9,014-99.8% | $56-72.7% |