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) | $13,123 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,720 |
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 | $9,333 | $69,823-86.6% | $76,872-87.9% | $74,460-87.5% |
| Participation rate | 94.9% | 70.0%+24.9pp | 69.6%+25.3pp | 70.7%+24.1pp |
| Annual return | 45.09% | 19.99%+25.1pp | 37.90%+7.2pp | 34.38%+10.7pp |
| Employer contribution / active EE | $1,537 | $2,148-28.4% | $2,533-39.3% | $2,638-41.7% |
| Participant deferral / active EE | $2,695 | $3,558-24.3% | $3,832-29.7% | $4,530-40.5% |
| Admin fee / account holder | $41 | $398-89.8% | $5,476-99.3% | $348-88.3% |