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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,956 | $62,127-80.8% | $81,382-85.3% | $74,495-84.0% |
| Participation rate | 95.5% | 64.0%+31.5pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 17.67% | 16.48%+1.2pp | 24.73%-7.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,728 | $1,882-8.2% | $2,463-29.9% | $2,623-34.1% |
| Participant deferral / active EE | $3,091 | $3,229-4.3% | $3,883-20.4% | $4,346-28.9% |
| Admin fee / account holder | $60 | $1,934-96.9% | $5,768-99.0% | $1,942-96.9% |