Filed September 16, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $202,645 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,287 |
MILLER KAPLAN ARASE LLP5 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $12,750 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $87,201 | $61,756+41.2% | $69,888+24.8% | $77,906+11.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 70.5%+29.5pp | 73.7%+26.3pp |
| Annual return | -17.51% | -11.86%-5.6pp | 190.87%-208.4pp | 12.16%-29.7pp |
| Employer contribution / active EE | $5,754 | $2,706+112.6% | $2,560+124.7% | $2,846+102.2% |
| Participant deferral / active EE | $5,358 | $3,977+34.7% | $3,849+39.2% | $4,805+11.5% |
| Admin fee / account holder | $108 | $101+7.0% | $6,267-98.3% | $133-18.2% |