Filed January 30, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $393,183 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $24,000 |
Service code 51 · EIN 47-6197829 | Investment Mgmt Fees | $22,052 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $9,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $681 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,443 | $52,346+51.8% | $143,788-44.8% | $78,044+1.8% |
| Participation rate | 70.4% | 72.7%-2.3pp | 80.3%-10.0pp | 74.4%-4.1pp |
| Annual return | -17.31% | -14.19%-3.1pp | -0.03%-17.3pp | 10.87%-28.2pp |
| Employer contribution / active EE | $5,133 | $2,131+140.9% | $4,952+3.7% | $3,125+64.3% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,638-100.0% | $5,084-100.0% |
| Admin fee / account holder | $54 | $63-14.9% | $14,675-99.6% | $79-31.6% |