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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,445 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $88,300 |
MILLER KAPLAN ARASE LLP6 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,419 | $73,034+45.7% | $76,891+38.4% | $80,187+32.7% |
| Participation rate | 86.6% | 78.1%+8.5pp | 69.6%+17.0pp | 72.9%+13.7pp |
| Annual return | 18.47% | 18.56%-0.1pp | 37.91%-19.4pp | 40.40%-21.9pp |
| Employer contribution / active EE | $6,668 | $2,779+139.9% | $2,534+163.2% | $2,980+123.8% |
| Participant deferral / active EE | $4,966 | $4,140+20.0% | $3,833+29.6% | $5,016-1.0% |
| Admin fee / account holder | $73 | $104-29.5% | $5,488-98.7% | $145-49.6% |