Filed March 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $22,602 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,965 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,956 | $62,177-80.8% | $81,370-85.3% | $74,478-83.9% |
| Participation rate | 95.5% | 64.1%+31.5pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 17.67% | 16.62%+1.1pp | 24.85%-7.2pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $1,728 | $1,881-8.2% | $2,464-29.9% | $2,626-34.2% |
| Participant deferral / active EE | $3,091 | $3,219-4.0% | $3,885-20.5% | $4,350-29.0% |
| Admin fee / account holder | $60 | $1,927-96.9% | $5,749-99.0% | $1,946-96.9% |