Filed October 4, 2000
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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $647,864 |
Service code 50 · EIN 06-1055669 | Direct Payment | $44,853 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
AON CONSULTING4 years Filed as: AON CONSULTING INC NJ Service code 16 · EIN 36-2235791 | Consulting | $39,891 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $20,440 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $235,493-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 24.6%-24.6pp | 1.5%-1.5pp |
| Annual return | -17.51% | 23.41%-40.9pp | -6.07%-11.4pp | 23.41%-40.9pp |
| Employer contribution / active EE | $4,481 | $12,650-64.6% | $37,389-88.0% | $12,650-64.6% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $182-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $12,327-100.0% | $14,884-100.0% |