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 27 · EIN 36-4291971 | Advisory (Plan) | $99,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,712 | $82,683-33.8% | $133,975-59.2% | $65,292-16.2% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.1%+8.6pp | 72.4%+23.3pp |
| Annual return | 8.34% | 9.63%-1.3pp | 29.29%-21.0pp | 11.84%-3.5pp |
| Employer contribution / active EE | $2,446 | $3,583-31.7% | $5,211-53.1% | $2,302+6.3% |
| Participant deferral / active EE | $2,647 | $5,190-49.0% | $6,282-57.9% | $3,579-26.0% |
| Admin fee / account holder | $17 | $66-74.3% | $9,324-99.8% | $57-70.5% |