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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $151,321 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $24,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,446 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,662 | $110,760-32.6% | $162,185-54.0% | $82,204-9.2% |
| Participation rate | 96.0% | 92.7%+3.3pp | 87.6%+8.4pp | 73.4%+22.6pp |
| Annual return | 23.51% | 22.97%+0.5pp | 115.61%-92.1pp | 26.31%-2.8pp |
| Employer contribution / active EE | $2,427 | $4,437-45.3% | $5,613-56.8% | $2,707-10.3% |
| Participant deferral / active EE | $3,902 | $6,652-41.3% | $7,297-46.5% | $4,246-8.1% |
| Admin fee / account holder | $12 | $65-81.6% | $10,844-99.9% | $76-84.1% |