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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,000 |
Filed as: GALLAGHER. FLYNN, AND CO Service code 10 · EIN 03-0225774 | Accounting | $6,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $105,125-100.0% | $68,458-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 14.6%-14.6pp |
| Annual return | -4.99% | -2.95%-2.0pp | -0.87%-4.1pp | 10.56%-15.6pp |
| Employer contribution / active EE | $19,369 | $6,884+181.4% | $21,826-11.3% | $13,643+42.0% |
| Participant deferral / active EE | $0 | $0 | $656-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $165-100.0% | $3,354-100.0% |