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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,000 |
Filed as: GALLAGHER FLYNN & COMPAN Service code 10 · EIN 03-0225774 | Accounting | $7,000 |
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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 | $317,036-100.0% | $157,433-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 13.0%-13.0pp |
| Annual return | 7.34% | 10.33%-3.0pp | 10.27%-2.9pp | 13.59%-6.2pp |
| Employer contribution / active EE | $22,808 | $8,298+174.9% | $19,104+19.4% | $14,592+56.3% |
| Participant deferral / active EE | $0 | $31-100.0% | $15-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $12,160-100.0% | $29,657-100.0% |