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 | $380,274 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $69,750 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $23,500 |
Service code 51 · EIN 47-6197829 | Investment Mgmt Fees | $10,602 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,021 | $59,312+56.8% | $149,696-37.9% | $103,590-10.2% |
| Participation rate | 70.0% | 70.3%-0.3pp | 78.8%-8.8pp | 73.3%-3.4pp |
| Annual return | 18.83% | 78.03%-59.2pp | 134.46%-115.6pp | 33.13%-14.3pp |
| Employer contribution / active EE | $5,262 | $2,187+140.6% | $4,821+9.2% | $3,213+63.8% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,682-100.0% | $5,214-100.0% |
| Admin fee / account holder | $56 | $103-45.3% | $13,212-99.6% | $114-50.8% |