Filed January 30, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $262,666 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $44,000 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,000 |
Filed as: AMERICA FIRST INVESTMENT ADVISORS, Service code 51 · EIN 47-6197829 | Investment Mgmt Fees | $9,665 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $8,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,602 | $53,565+43.0% | $172,757-55.7% | $82,204-6.8% |
| Participation rate | 68.4% | 69.6%-1.3pp | 82.6%-14.3pp | 73.4%-5.0pp |
| Annual return | 28.86% | 31.42%-2.6pp | 803.06%-774.2pp | 26.31%+2.6pp |
| Employer contribution / active EE | $3,539 | $1,857+90.6% | $5,144-31.2% | $2,707+30.7% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $50 | $61-19.1% | $13,956-99.6% | $76-34.3% |