Filed December 18, 2002
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 | $47,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$897,456 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,051 | $107,415+359.9% | $135,998+263.3% | $80,187+516.1% |
| Participation rate | 90.8% | 78.0%+12.7pp | 81.9%+8.9pp | 72.9%+17.8pp |
| Annual return | 25.56% | 91.99%-66.4pp | 68.37%-42.8pp | 40.40%-14.8pp |
| Employer contribution / active EE | $13,150 | $3,878+239.1% | $4,860+170.6% | $2,980+341.3% |
| Participant deferral / active EE | $13,787 | $8,189+68.4% | $7,761+77.7% | $5,016+174.9% |
| Admin fee / account holder | -$242 | $127-290.4% | $10,769-102.2% | $145-266.7% |