Filed July 29, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 14 · EIN 36-4291971 | Plan Administrator | $287,000 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE SUITE 2500 · NEW YORK, NC 10110 | Investment Management | $112,177 |
Service code 11 · EIN 53-0181291 | Actuarial | $47,550 |
FIRST STATE TRUST COMPANY5+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $29,092 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | -4.29% | 12.82%-17.1pp | 13.48%-17.8pp | 12.16%-16.5pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |