Filed March 31, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $989,386 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $130,702 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY LLC Service code 16 · EIN 26-3237576 | Consulting | $24,500 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 16 · EIN 04-5408443 | Consulting | $22,750 |
Filed as: SMITH GAMBRELL Service code 29 · EIN 58-0967450 | Legal | $16,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,054 | $128,169-39.1% | $147,117-46.9% | $106,553-26.7% |
| Participation rate | 8.4% | 67.3%-59.0pp | 82.2%-73.8pp | 69.8%-61.5pp |
| Annual return | 16.80% | 17.88%-1.1pp | 420.54%-403.7pp | 17.37%-0.6pp |
| Employer contribution / active EE | $106 | $3,374-96.9% | $4,932-97.9% | $3,359-96.9% |
| Participant deferral / active EE | $547 | $7,665-92.9% | $8,065-93.2% | $5,562-90.2% |
| Admin fee / account holder | $106 | $88+20.0% | $12,993-99.2% | $80+32.6% |