Filed December 18, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 16 · EIN 36-4291971 | Consulting | $52,500 |
MARCUM LLP1 year Filed as: MARCUM Service code 16 · EIN 11-1986323 | Consulting | $26,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,004 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,188 | $64,311-17.3% | $110,243-51.8% | $75,289-29.4% |
| Participation rate | 89.9% | 79.3%+10.6pp | 79.8%+10.1pp | 72.4%+17.5pp |
| Annual return | -5.44% | -1.74%-3.7pp | 314.76%-320.2pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,893 | $2,404-21.3% | $3,827-50.5% | $2,405-21.3% |
| Participant deferral / active EE | $6,073 | $3,892+56.1% | $4,672+30.0% | $3,739+62.4% |
| Admin fee / account holder | $38 | $88-57.1% | $8,548-99.6% | $102-63.3% |