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 | $31,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,581 |
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 | $74,690 | $73,125+2.1% | $125,195-40.3% | $77,775-4.0% |
| Participation rate | 90.7% | 79.4%+11.2pp | 79.8%+10.9pp | 73.2%+17.5pp |
| Annual return | 27.01% | 24.71%+2.3pp | 43.79%-16.8pp | 32.58%-5.6pp |
| Employer contribution / active EE | $1,950 | $2,413-19.2% | $3,866-49.6% | $2,504-22.1% |
| Participant deferral / active EE | $6,338 | $3,966+59.8% | $4,937+28.4% | $3,966+59.8% |
| Admin fee / account holder | $22 | $89-75.4% | $9,704-99.8% | $100-78.1% |